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 | $348,392 | $214,378+62.5% | $200,582+73.7% | $142,382+144.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 15.51% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $7,670 | $6,841+12.1% | $6,419+19.5% | $4,299+78.4% |
| Participant deferral / active EE | $11,685 | $9,865+18.5% | $9,331+25.2% | $6,507+79.6% |
| Admin fee / account holder | $10,632 | $17,692-39.9% | $16,305-34.8% | $12,624-15.8% |