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 | $637,780 | $82,664+671.5% | $125,339+408.8% | $68,494+831.1% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -14.83% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $18,008 | $3,381+432.6% | $4,814+274.1% | $2,596+593.6% |
| Participant deferral / active EE | $16,736 | $6,110+173.9% | $7,446+124.7% | $4,027+315.6% |
| Admin fee / account holder | $117,997 | $6,275+1780.3% | $10,010+1078.9% | $5,403+2084.0% |