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 | $1,644,925 | $177,572+826.3% | $154,803+962.6% | $142,382+1055.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.29% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $20,504 | $4,810+326.2% | $4,305+376.2% | $4,299+376.9% |
| Participant deferral / active EE | $17,576 | $6,272+180.2% | $5,540+217.2% | $6,507+170.1% |
| Admin fee / account holder | $9,161 | $16,786-45.4% | $14,329-36.1% | $12,624-27.4% |