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 | $510,617 | $95,862+432.7% | $79,550+541.9% | $134,475+279.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.69% | -2.69%-15.0pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,819 | $3,128+22.1% | $2,413+58.3% | $4,740-19.4% |
| Participant deferral / active EE | $14,782 | $4,693+215.0% | $3,985+270.9% | $6,400+131.0% |
| Admin fee / account holder | $24,037 | $9,126+163.4% | $6,832+251.8% | $11,426+110.4% |