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 | $251,651 | $179,726+40.0% | $156,263+61.0% | $142,382+76.7% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 10.41% | 77.86%-67.4pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $10,795 | $5,069+113.0% | $4,333+149.1% | $4,299+151.1% |
| Participant deferral / active EE | $2,234 | $6,956-67.9% | $6,158-63.7% | $6,507-65.7% |
| Admin fee / account holder | $1,359 | $17,272-92.1% | $14,255-90.5% | $12,624-89.2% |