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 | $2,780,162 | $884,045+214.5% | $453,369+513.2% | $167,490+1559.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 20.41% | 29.49%-9.1pp | 64.40%-44.0pp | 478.56%-458.2pp |
| Employer contribution / active EE | $36,469 | $5,538+558.5% | $4,070+796.0% | $4,837+653.9% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,209-100.0% | $6,341-100.0% |
| Admin fee / account holder | $10,436 | $22,063-52.7% | $11,209-6.9% | $12,309-15.2% |