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 | $1,152,288 | $95,266+1109.6% | $82,389+1298.6% | $142,382+709.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.02% | 25.74%-13.7pp | 28.67%-16.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,380 | $2,991-53.9% | $2,517-45.2% | $4,299-67.9% |
| Participant deferral / active EE | $12,000 | $4,809+149.5% | $4,155+188.8% | $6,507+84.4% |
| Admin fee / account holder | $7,885 | $8,563-7.9% | $7,231+9.0% | $12,624-37.5% |