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 | $1,278,127 | $214,378+496.2% | $200,582+537.2% | $142,382+797.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.98% | 46.41%-34.4pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $27,096 | $6,841+296.1% | $6,419+322.1% | $4,299+530.3% |
| Participant deferral / active EE | $6,974 | $9,865-29.3% | $9,331-25.3% | $6,507+7.2% |
| Admin fee / account holder | $239,795 | $17,692+1255.4% | $16,305+1370.7% | $12,624+1799.6% |