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 | $369,321 | $177,572+108.0% | $154,803+138.6% | $142,382+159.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 14.07% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $7,313 | $4,810+52.0% | $4,305+69.9% | $4,299+70.1% |
| Participant deferral / active EE | $15,248 | $6,272+143.1% | $5,540+175.2% | $6,507+134.3% |
| Admin fee / account holder | $30,778 | $16,786+83.4% | $14,329+114.8% | $12,624+143.8% |