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 | $985,915 | $81,248+1113.5% | $155,509+534.0% | $80,856+1119.3% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 14.50% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $28,041 | $3,100+804.5% | $4,672+500.1% | $2,755+917.9% |
| Participant deferral / active EE | $16,331 | $3,452+373.2% | $5,626+190.3% | $4,296+280.2% |
| Admin fee / account holder | $209,075 | $7,997+2514.3% | $15,912+1213.9% | $6,918+2922.2% |