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 | $1,997,643 | $159,602+1151.6% | $150,045+1231.4% | $142,382+1303.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.94% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $10,269 | $4,961+107.0% | $4,693+118.8% | $4,299+138.9% |
| Participant deferral / active EE | $15,250 | $8,310+83.5% | $7,997+90.7% | $6,507+134.4% |
| Admin fee / account holder | $120,837 | $14,846+713.9% | $13,435+799.4% | $12,624+857.2% |