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 | $1,537,108 | $148,534+934.9% | $135,903+1031.0% | $139,434+1002.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.44% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $47,709 | $5,243+809.9% | $4,856+882.4% | $4,751+904.2% |
| Participant deferral / active EE | $7,182 | $8,100-11.3% | $7,758-7.4% | $6,710+7.0% |
| Admin fee / account holder | $133,861 | $12,400+979.5% | $10,762+1143.8% | $11,403+1074.0% |