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 8-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 | $1,055,140 | $226,064+366.7% | $182,532+478.1% | $152,861+590.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 10.75% | 192.51%-181.8pp | 148.54%-137.8pp | 345.32%-334.6pp |
| Employer contribution / active EE | $21,000 | $4,978+321.8% | $4,076+415.2% | $4,762+341.0% |
| Participant deferral / active EE | $19,000 | $6,368+198.4% | $5,524+243.9% | $5,850+224.8% |
| Admin fee / account holder | $6,509 | $10,703-39.2% | $8,592-24.2% | $11,596-43.9% |