See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,678 | $108,919+135.7% | $100,391+155.7% | $145,922+75.9% |
| Participation rate | 86.7% | 82.9%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 17.86% | 57.88%-40.0pp | 49.20%-31.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,295 | $4,419-25.4% | $3,942-16.4% | $4,660-29.3% |
| Participant deferral / active EE | $7,433 | $8,445-12.0% | $8,082-8.0% | $6,688+11.1% |
| Admin fee / account holder | $18,792 | $9,689+94.0% | $7,899+137.9% | $13,397+40.3% |