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 | $368,546 | $142,344+158.9% | $119,609+208.1% | $134,475+174.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.66% | -12.44%+2.8pp | -14.97%+5.3pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,281 | $5,222-56.3% | $4,232-46.1% | $4,740-51.9% |
| Participant deferral / active EE | $20,100 | $6,469+210.7% | $5,602+258.8% | $6,400+214.1% |
| Admin fee / account holder | $21,448 | $13,584+57.9% | $10,323+107.8% | $11,426+87.7% |