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 | $550,758 | $167,484+228.8% | $151,611+263.3% | $134,475+309.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.96% | 7.80%-16.8pp | 3.33%-12.3pp | 417.96%-426.9pp |
| Employer contribution / active EE | $28,407 | $6,829+316.0% | $6,166+360.7% | $4,740+499.3% |
| Participant deferral / active EE | $20,452 | $8,986+127.6% | $8,363+144.5% | $6,400+219.6% |
| Admin fee / account holder | $21,947 | $13,783+59.2% | $11,616+88.9% | $11,426+92.1% |