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 7-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 | $1,126,015 | $180,449+524.0% | $154,107+630.7% | $135,375+731.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.15% | 888.09%-895.2pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $31,190 | $6,035+416.8% | $5,298+488.8% | $4,779+552.7% |
| Participant deferral / active EE | $24,500 | $5,806+322.0% | $5,081+382.2% | $5,609+336.8% |
| Admin fee / account holder | $6,026 | $16,143-62.7% | $13,411-55.1% | $10,827-44.3% |