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 | $441,549 | $167,484+163.6% | $151,611+191.2% | $134,475+228.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.01% | 7.80%-25.8pp | 3.33%-21.3pp | 417.96%-436.0pp |
| Employer contribution / active EE | $22,816 | $6,829+234.1% | $6,166+270.0% | $4,740+381.4% |
| Participant deferral / active EE | $15,500 | $8,986+72.5% | $8,363+85.3% | $6,400+142.2% |
| Admin fee / account holder | $394 | $13,783-97.1% | $11,616-96.6% | $11,426-96.5% |