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 | $587,758 | $110,094+433.9% | $151,611+287.7% | $68,494+758.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.68% | -10.12%-3.6pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $23,933 | $4,471+435.3% | $6,166+288.1% | $2,596+821.8% |
| Participant deferral / active EE | $22,058 | $6,527+237.9% | $8,363+163.7% | $4,027+447.7% |
| Admin fee / account holder | $45,471 | $7,719+489.1% | $11,616+291.5% | $5,403+741.6% |