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 | $849,672 | $97,757+769.2% | $83,848+913.3% | $135,375+527.6% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | -0.21% | 1287.37%-1287.6pp | 850.88%-851.1pp | 519.73%-519.9pp |
| Employer contribution / active EE | $12,706 | $4,222+201.0% | $3,631+249.9% | $4,779+165.9% |
| Participant deferral / active EE | $5,187 | $4,682+10.8% | $4,082+27.1% | $5,609-7.5% |
| Admin fee / account holder | $9,903 | $6,674+48.4% | $5,478+80.8% | $10,827-8.5% |