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 | $1,577,233 | $177,572+788.2% | $154,803+918.9% | $142,382+1007.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.07% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $46,977 | $4,810+876.6% | $4,305+991.1% | $4,299+992.7% |
| Participant deferral / active EE | $25,171 | $6,272+301.3% | $5,540+354.3% | $6,507+286.8% |
| Admin fee / account holder | $9,319 | $16,786-44.5% | $14,329-35.0% | $12,624-26.2% |