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 | $282,148 | $214,378+31.6% | $200,582+40.7% | $142,382+98.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.44% | 46.41%-34.0pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $8,734 | $6,841+27.7% | $6,419+36.1% | $4,299+103.2% |
| Participant deferral / active EE | $10,841 | $9,865+9.9% | $9,331+16.2% | $6,507+66.6% |
| Admin fee / account holder | $31,826 | $17,692+79.9% | $16,305+95.2% | $12,624+152.1% |