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 | $529,236 | $167,484+216.0% | $151,611+249.1% | $134,475+293.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.12% | 7.80%-28.9pp | 3.33%-24.5pp | 417.96%-439.1pp |
| Employer contribution / active EE | $11,027 | $6,829+61.5% | $6,166+78.8% | $4,740+132.6% |
| Participant deferral / active EE | $9,853 | $8,986+9.7% | $8,363+17.8% | $6,400+54.0% |
| Admin fee / account holder | $11,583 | $13,783-16.0% | $11,616-0.3% | $11,426+1.4% |