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 | $456,906 | $167,307+173.1% | $143,757+217.8% | $134,475+239.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.01% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $14,858 | $5,619+164.4% | $4,951+200.1% | $4,740+213.5% |
| Participant deferral / active EE | $10,440 | $6,446+62.0% | $5,637+85.2% | $6,400+63.1% |
| Admin fee / account holder | $3,019 | $18,088-83.3% | $14,673-79.4% | $11,426-73.6% |