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 | $490,429 | $75,935+545.9% | $60,547+710.0% | $125,391+291.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.15% | -5.38%+3.2pp | 335.64%-337.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $8,076 | $3,438+134.9% | $2,419+233.8% | $4,866+66.0% |
| Participant deferral / active EE | $47,000 | $4,506+943.0% | $3,328+1312.4% | $5,352+778.3% |
| Admin fee / account holder | $1,398 | $6,768-79.4% | $4,536-69.2% | $9,540-85.4% |