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 | $1,105,953 | $177,572+522.8% | $154,803+614.4% | $142,382+676.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.65% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,759 | $4,810-42.7% | $4,305-35.9% | $4,299-35.8% |
| Participant deferral / active EE | $13,569 | $6,272+116.4% | $5,540+144.9% | $6,507+108.5% |
| Admin fee / account holder | $17,572 | $16,786+4.7% | $14,329+22.6% | $12,624+39.2% |