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 | $461,334 | $110,094+319.0% | $151,611+204.3% | $68,494+573.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -6.82% | -10.12%+3.3pp | 3.33%-10.1pp | -7.84%+1.0pp |
| Employer contribution / active EE | $21,553 | $4,471+382.1% | $6,166+249.6% | $2,596+730.1% |
| Participant deferral / active EE | $13,127 | $6,527+101.1% | $8,363+57.0% | $4,027+226.0% |
| Admin fee / account holder | $435 | $7,719-94.4% | $11,616-96.3% | $5,403-91.9% |