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 | $479,001 | $138,065+246.9% | $123,544+287.7% | $135,375+253.8% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -5.97% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $21,385 | $5,151+315.1% | $4,628+362.1% | $4,779+347.5% |
| Participant deferral / active EE | $9,477 | $6,799+39.4% | $6,426+47.5% | $5,609+69.0% |
| Admin fee / account holder | $6,248 | $10,916-42.8% | $9,284-32.7% | $10,827-42.3% |