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 | $1,033,467 | $209,411+393.5% | $178,490+479.0% | $158,922+550.3% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 10.15% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $21,240 | $5,706+272.2% | $5,011+323.9% | $4,761+346.1% |
| Participant deferral / active EE | $19,224 | $5,954+222.9% | $5,202+269.6% | $5,982+221.4% |
| Admin fee / account holder | $234,089 | $17,074+1271.0% | $13,984+1574.0% | $11,246+1981.6% |