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 | $271,467 | $91,552+196.5% | $133,956+102.7% | $79,858+239.9% |
| Participation rate | 82.4% | 73.3%+9.0pp | 79.8%+2.5pp | 69.6%+12.7pp |
| Annual return | 12.37% | 61.85%-49.5pp | 45.09%-32.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $5,467 | $2,384+129.4% | $3,919+39.5% | $2,471+121.3% |
| Participant deferral / active EE | $8,546 | $3,733+128.9% | $5,048+69.3% | $3,740+128.5% |
| Admin fee / account holder | $1,560 | $6,321-75.3% | $8,927-82.5% | $5,306-70.6% |