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 | $2,748,510 | $210,648+1204.8% | $177,989+1444.2% | $145,922+1783.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.51% | 385.86%-361.4pp | 294.48%-270.0pp | 561.29%-536.8pp |
| Employer contribution / active EE | $22,060 | $4,565+383.3% | $3,949+458.7% | $4,660+373.4% |
| Participant deferral / active EE | $18,780 | $6,958+169.9% | $6,276+199.2% | $6,688+180.8% |
| Admin fee / account holder | $81,395 | $12,013+577.6% | $10,363+685.4% | $13,397+507.6% |