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 | $447,016 | $75,828+489.5% | $147,614+202.8% | $59,632+649.6% |
| Participation rate | 84.8% | 71.6%+13.3pp | 84.6%+0.2pp | 68.7%+16.2pp |
| Annual return | -2.51% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $26,322 | $3,485+655.4% | $5,564+373.0% | $2,203+1095.0% |
| Participant deferral / active EE | $9,931 | $3,130+217.3% | $4,895+102.9% | $3,192+211.2% |
| Admin fee / account holder | $10,293 | $5,985+72.0% | $11,611-11.3% | $4,297+139.5% |