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 | $501,929 | $82,286+510.0% | $68,791+629.6% | $134,475+273.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.55% | -2.19%-11.4pp | -6.38%-7.2pp | 417.96%-431.5pp |
| Employer contribution / active EE | $7,273 | $3,301+120.4% | $2,655+173.9% | $4,740+53.5% |
| Participant deferral / active EE | $19,217 | $4,739+305.5% | $3,941+387.6% | $6,400+200.3% |
| Admin fee / account holder | $12,296 | $6,481+89.7% | $4,932+149.3% | $11,426+7.6% |