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 | $1,234,522 | $201,272+513.4% | $184,203+570.2% | $145,922+746.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 10.88% | 29.00%-18.1pp | 28.81%-17.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $36,725 | $7,022+423.0% | $6,427+471.4% | $4,660+688.2% |
| Participant deferral / active EE | $20,347 | $9,806+107.5% | $9,131+122.8% | $6,688+204.2% |
| Admin fee / account holder | $496,499 | $16,364+2934.2% | $13,901+3471.7% | $13,397+3606.1% |