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 | $275,577 | $100,773+173.5% | $88,946+209.8% | $142,382+93.5% |
| Participation rate | 95.0% | 74.3%+20.7pp | 68.8%+26.2pp | 80.1%+14.9pp |
| Annual return | 16.30% | 70.18%-53.9pp | 57.82%-41.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,716 | $2,918-6.9% | $2,555+6.3% | $4,299-36.8% |
| Participant deferral / active EE | $9,206 | $5,230+76.0% | $4,581+100.9% | $6,507+41.5% |
| Admin fee / account holder | $3,672 | $9,693-62.1% | $8,261-55.5% | $12,624-70.9% |