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 | $500,871 | $99,640+402.7% | $86,436+479.5% | $134,475+272.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.13% | 6782.58%-6793.7pp | 4394.89%-4406.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,766 | $4,400-37.2% | $3,769-26.6% | $4,740-41.6% |
| Participant deferral / active EE | $8,570 | $7,246+18.3% | $6,952+23.3% | $6,400+33.9% |
| Admin fee / account holder | $2,560 | $8,371-69.4% | $6,731-62.0% | $11,426-77.6% |