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 | $1,276,943 | $209,411+509.8% | $178,490+615.4% | $158,922+703.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.30% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,635 | $5,706-53.8% | $5,011-47.4% | $4,761-44.6% |
| Participant deferral / active EE | $16,970 | $5,954+185.0% | $5,202+226.2% | $5,982+183.7% |
| Admin fee / account holder | $9,855 | $17,074-42.3% | $13,984-29.5% | $11,246-12.4% |