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 | $1,230,874 | $202,318+508.4% | $172,739+612.6% | $152,861+705.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.44% | 1029.65%-1017.2pp | 802.84%-790.4pp | 345.32%-332.9pp |
| Employer contribution / active EE | $8,285 | $5,856+41.5% | $5,143+61.1% | $4,762+74.0% |
| Participant deferral / active EE | $9,701 | $5,948+63.1% | $5,198+86.6% | $5,850+65.8% |
| Admin fee / account holder | $52,223 | $17,109+205.2% | $13,954+274.3% | $11,596+350.3% |