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 | $398,736 | $167,307+138.3% | $143,757+177.4% | $134,475+196.5% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -8.65% | 0.46%-9.1pp | -0.04%-8.6pp | 417.96%-426.6pp |
| Employer contribution / active EE | $9,845 | $5,619+75.2% | $4,951+98.9% | $4,740+107.7% |
| Participant deferral / active EE | $7,244 | $6,446+12.4% | $5,637+28.5% | $6,400+13.2% |
| Admin fee / account holder | $95,415 | $18,088+427.5% | $14,673+550.3% | $11,426+735.1% |