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 | $317,982 | $82,664+284.7% | $125,339+153.7% | $68,494+364.2% |
| Participation rate | 98.4% | 75.0%+23.4pp | 82.4%+16.1pp | 67.9%+30.5pp |
| Annual return | -13.35% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $16,530 | $3,381+388.9% | $4,814+243.4% | $2,596+536.7% |
| Participant deferral / active EE | $14,453 | $6,110+136.5% | $7,446+94.1% | $4,027+258.9% |
| Admin fee / account holder | $15,104 | $6,275+140.7% | $10,010+50.9% | $5,403+179.6% |