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 | $1,164,561 | $148,978+681.7% | $200,582+480.6% | $84,808+1273.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.11% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $45,163 | $4,815+837.9% | $6,419+603.6% | $2,631+1616.6% |
| Participant deferral / active EE | $22,824 | $7,142+219.6% | $9,331+144.6% | $4,212+441.9% |
| Admin fee / account holder | $13,708 | $13,977-1.9% | $16,305-15.9% | $7,344+86.7% |