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 | $388,881 | $167,484+132.2% | $151,611+156.5% | $134,475+189.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.57% | 7.80%-11.4pp | 3.33%-6.9pp | 417.96%-421.5pp |
| Employer contribution / active EE | $16,157 | $6,829+136.6% | $6,166+162.0% | $4,740+240.9% |
| Participant deferral / active EE | $21,270 | $8,986+136.7% | $8,363+154.3% | $6,400+232.4% |
| Admin fee / account holder | $2,818 | $13,783-79.6% | $11,616-75.7% | $11,426-75.3% |