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 | $1,030,599 | $138,347+644.9% | $184,203+459.5% | $80,856+1174.6% |
| Participation rate | 97.2% | 83.9%+13.4pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 19.69% | 20.02%-0.3pp | 28.81%-9.1pp | 35.59%-15.9pp |
| Employer contribution / active EE | $20,054 | $4,850+313.4% | $6,427+212.0% | $2,755+627.9% |
| Participant deferral / active EE | $29,235 | $7,071+313.5% | $9,131+220.2% | $4,296+580.6% |
| Admin fee / account holder | $2,287 | $10,483-78.2% | $13,901-83.5% | $6,918-66.9% |