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 | $290,075 | $183,963+57.7% | $162,163+78.9% | $152,861+89.8% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.4%-5.5pp |
| Annual return | 20.98% | 150.76%-129.8pp | 115.59%-94.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,506 | $6,371-45.0% | $5,614-37.6% | $4,762-26.4% |
| Participant deferral / active EE | $6,696 | $8,034-16.6% | $7,298-8.2% | $5,850+14.5% |
| Admin fee / account holder | $436 | $13,121-96.7% | $10,843-96.0% | $11,596-96.2% |