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 | $976,214 | $85,202+1045.8% | $172,739+465.1% | $72,985+1237.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.61% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $34,600 | $3,324+940.8% | $5,143+572.8% | $2,440+1318.1% |
| Participant deferral / active EE | $19,092 | $3,260+485.6% | $5,198+267.3% | $3,607+429.2% |
| Admin fee / account holder | $43,707 | $5,884+642.8% | $13,954+213.2% | $5,124+752.9% |