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 | $1,487,398 | $183,519+710.5% | $155,509+856.5% | $145,922+919.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 52.82% | 61.17%-8.3pp | 64.67%-11.8pp | 561.29%-508.5pp |
| Employer contribution / active EE | $43,892 | $5,313+726.2% | $4,672+839.4% | $4,660+842.0% |
| Participant deferral / active EE | $58,289 | $6,462+802.0% | $5,626+936.0% | $6,688+771.6% |
| Admin fee / account holder | $59,811 | $19,313+209.7% | $15,912+275.9% | $13,397+346.5% |