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 | $990,361 | $106,515+829.8% | $96,683+924.3% | $139,434+610.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.35% | 38.43%-21.1pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $15,330 | $4,103+273.7% | $3,737+310.3% | $4,751+222.7% |
| Participant deferral / active EE | $15,959 | $5,454+192.6% | $4,878+227.2% | $6,710+137.8% |
| Admin fee / account holder | $21,262 | $7,877+169.9% | $6,730+216.0% | $11,403+86.5% |