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 | $399,613 | $90,519+341.5% | $93,789+326.1% | $134,475+197.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.14% | -15.72%-2.4pp | -11.33%-6.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $21,612 | $4,343+397.6% | $4,323+400.0% | $4,740+356.0% |
| Participant deferral / active EE | $16,273 | $5,978+172.2% | $6,094+167.0% | $6,400+154.3% |
| Admin fee / account holder | $26,379 | $9,252+185.1% | $7,195+266.6% | $11,426+130.9% |