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 | $364,948 | $217,402+67.9% | $185,823+96.4% | $167,490+117.9% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 12.76% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $21,372 | $5,873+263.9% | $5,167+313.6% | $4,837+341.8% |
| Participant deferral / active EE | $8,712 | $6,356+37.1% | $5,568+56.5% | $6,341+37.4% |
| Admin fee / account holder | $3,536 | $19,811-82.1% | $16,237-78.2% | $12,309-71.3% |