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 | $1,349,996 | $183,519+635.6% | $155,509+768.1% | $145,922+825.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.23% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,269 | $5,313-76.1% | $4,672-72.8% | $4,660-72.8% |
| Participant deferral / active EE | $13,601 | $6,462+110.5% | $5,626+141.7% | $6,688+103.4% |
| Admin fee / account holder | $26,835 | $19,313+38.9% | $15,912+68.6% | $13,397+100.3% |