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 | $350,068 | $198,466+76.4% | $170,442+105.4% | $147,584+137.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.77% | 257.29%-244.5pp | 205.93%-193.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $7,969 | $6,184+28.9% | $5,433+46.7% | $4,876+63.4% |
| Participant deferral / active EE | $9,600 | $5,629+70.5% | $4,939+94.4% | $5,439+76.5% |
| Admin fee / account holder | $12,684 | $16,852-24.7% | $13,880-8.6% | $10,885+16.5% |