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 8-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 | $1,154,777 | $183,519+529.2% | $155,509+642.6% | $145,922+691.4% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 65.03% | 61.17%+3.9pp | 64.67%+0.4pp | 561.29%-496.3pp |
| Employer contribution / active EE | $29,521 | $5,313+455.7% | $4,672+531.8% | $4,660+533.6% |
| Participant deferral / active EE | $19,769 | $6,462+205.9% | $5,626+251.4% | $6,688+195.6% |
| Admin fee / account holder | $52,489 | $19,313+171.8% | $15,912+229.9% | $13,397+291.8% |