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 | $252,043 | $175,202+43.9% | $149,673+68.4% | $139,434+80.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.68% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,518 | $5,474-35.7% | $4,818-27.0% | $4,751-25.9% |
| Participant deferral / active EE | $9,514 | $6,519+46.0% | $5,680+67.5% | $6,710+41.8% |
| Admin fee / account holder | $2,093 | $16,150-87.0% | $13,210-84.2% | $11,403-81.6% |