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 | $251,126 | $177,572+41.4% | $154,803+62.2% | $142,382+76.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 40.79% | 65.07%-24.3pp | 58.88%-18.1pp | 217.08%-176.3pp |
| Employer contribution / active EE | $2,034 | $4,810-57.7% | $4,305-52.8% | $4,299-52.7% |
| Participant deferral / active EE | $9,443 | $6,272+50.6% | $5,540+70.4% | $6,507+45.1% |
| Admin fee / account holder | $2,623 | $16,786-84.4% | $14,329-81.7% | $12,624-79.2% |