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 | $296,724 | $214,378+38.4% | $200,582+47.9% | $142,382+108.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.63% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,143 | $6,841-24.8% | $6,419-19.9% | $4,299+19.6% |
| Participant deferral / active EE | $5,606 | $9,865-43.2% | $9,331-39.9% | $6,507-13.8% |
| Admin fee / account holder | $6,483 | $17,692-63.4% | $16,305-60.2% | $12,624-48.6% |