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 | $333,432 | $209,411+59.2% | $178,490+86.8% | $158,922+109.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.72% | 188.75%-181.0pp | 151.07%-143.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $3,707 | $5,706-35.0% | $5,011-26.0% | $4,761-22.1% |
| Participant deferral / active EE | $8,349 | $5,954+40.2% | $5,202+60.5% | $5,982+39.6% |
| Admin fee / account holder | $98,056 | $17,074+474.3% | $13,984+601.2% | $11,246+771.9% |