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 | $1,998,100 | $238,490+737.8% | $180,183+1008.9% | $142,382+1303.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 18.47% | 33.56%-15.1pp | 27.86%-9.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $35,943 | $6,143+485.2% | $5,039+613.3% | $4,299+736.1% |
| Participant deferral / active EE | $12,618 | $7,996+57.8% | $6,822+84.9% | $6,507+93.9% |
| Admin fee / account holder | $161,180 | $28,866+458.4% | $19,975+706.9% | $12,624+1176.8% |