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 | $360,199 | $179,726+100.4% | $156,263+130.5% | $142,382+153.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.52% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,421 | $5,069-12.8% | $4,333+2.0% | $4,299+2.8% |
| Participant deferral / active EE | $11,657 | $6,956+67.6% | $6,158+89.3% | $6,507+79.1% |
| Admin fee / account holder | $2,136 | $17,272-87.6% | $14,255-85.0% | $12,624-83.1% |