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 | $260,408 | $82,286+216.5% | $68,791+278.5% | $134,475+93.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -1.17% | -2.19%+1.0pp | -6.38%+5.2pp | 417.96%-419.1pp |
| Employer contribution / active EE | $4,336 | $3,301+31.4% | $2,655+63.3% | $4,740-8.5% |
| Participant deferral / active EE | $7,675 | $4,739+62.0% | $3,941+94.7% | $6,400+19.9% |
| Admin fee / account holder | $803 | $6,481-87.6% | $4,932-83.7% | $11,426-93.0% |