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 | $356,942 | $165,984+115.0% | $164,813+116.6% | $145,922+144.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 11.01% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $5,025 | $5,273-4.7% | $4,341+15.8% | $4,660+7.8% |
| Participant deferral / active EE | $9,961 | $6,959+43.1% | $6,031+65.2% | $6,688+49.0% |
| Admin fee / account holder | $1,392 | $16,648-91.6% | $12,690-89.0% | $13,397-89.6% |