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 4-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 | $274,561 | $133,958+105.0% | $112,228+144.6% | $134,475+104.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.71% | 47.11%-60.8pp | 27.45%-41.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,661 | $4,038-34.1% | $3,635-26.8% | $4,740-43.9% |
| Participant deferral / active EE | $4,940 | $5,291-6.6% | $4,728+4.5% | $6,400-22.8% |
| Admin fee / account holder | $316,498 | $7,489+4126.4% | $6,410+4837.5% | $11,426+2670.0% |