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 | $1,088,229 | $217,402+400.6% | $185,823+485.6% | $167,490+549.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.34% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $46,300 | $5,873+688.3% | $5,167+796.0% | $4,837+857.1% |
| Participant deferral / active EE | $14,300 | $6,356+125.0% | $5,568+156.8% | $6,341+125.5% |
| Admin fee / account holder | $482,512 | $19,811+2335.6% | $16,237+2871.6% | $12,309+3820.0% |