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 | $298,117 | $102,317+191.4% | $146,958+102.9% | $80,856+268.7% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.2%+8.0pp | 67.6%+22.6pp |
| Annual return | 23.59% | 134.76%-111.2pp | 418.34%-394.7pp | 35.59%-12.0pp |
| Employer contribution / active EE | $3,773 | $3,713+1.6% | $4,933-23.5% | $2,755+36.9% |
| Participant deferral / active EE | $3,367 | $6,644-49.3% | $8,070-58.3% | $4,296-21.6% |
| Admin fee / account holder | $1,667 | $7,941-79.0% | $12,998-87.2% | $6,918-75.9% |