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 | $1,071,087 | $179,726+496.0% | $156,263+585.4% | $142,382+652.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 17.76% | 77.86%-60.1pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,414 | $5,069-32.7% | $4,333-21.2% | $4,299-20.6% |
| Participant deferral / active EE | $13,447 | $6,956+93.3% | $6,158+118.4% | $6,507+106.6% |
| Admin fee / account holder | $277,322 | $17,272+1505.6% | $14,255+1845.5% | $12,624+2096.8% |