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 | $251,452 | $159,901+57.3% | $146,958+71.1% | $145,922+72.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.43% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,440 | $5,286-72.8% | $4,933-70.8% | $4,660-69.1% |
| Participant deferral / active EE | $11,019 | $8,428+30.7% | $8,070+36.5% | $6,688+64.8% |
| Admin fee / account holder | $51,526 | $15,044+242.5% | $12,998+296.4% | $13,397+284.6% |