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 | $1,003,478 | $105,181+854.1% | $159,436+529.4% | $85,850+1068.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 22.82% | 45.07%-22.3pp | 263.57%-240.7pp | 318.53%-295.7pp |
| Employer contribution / active EE | $19,661 | $3,318+492.5% | $4,829+307.1% | $2,565+666.5% |
| Participant deferral / active EE | $13,040 | $5,945+119.3% | $7,352+77.4% | $3,952+230.0% |
| Admin fee / account holder | $74,345 | $6,933+972.3% | $10,799+588.5% | $6,260+1087.6% |