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 5-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 | $1,428,403 | $89,248+1500.5% | $136,007+950.2% | $74,495+1817.5% |
| Participation rate | 97.3% | 69.4%+27.9pp | 76.5%+20.8pp | 67.2%+30.1pp |
| Annual return | 21.25% | 22.76%-1.5pp | 579.32%-558.1pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $13,501 | $2,838+375.8% | $4,217+220.2% | $2,623+414.7% |
| Participant deferral / active EE | $9,504 | $4,598+106.7% | $7,025+35.3% | $4,346+118.7% |
| Admin fee / account holder | $16,445 | $1,545+964.2% | $6,858+139.8% | $1,942+746.9% |