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 | $347,263 | $81,900+324.0% | $119,609+190.3% | $68,494+407.0% |
| Participation rate | 72.4% | 71.9%+0.5pp | 79.3%-6.8pp | 67.9%+4.5pp |
| Annual return | -15.40% | -23.82%+8.4pp | -14.97%-0.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,940 | $2,693+9.2% | $4,232-30.5% | $2,596+13.2% |
| Participant deferral / active EE | $6,248 | $4,148+50.6% | $5,602+11.5% | $4,027+55.2% |
| Admin fee / account holder | $10,896 | $6,582+65.5% | $10,323+5.5% | $5,403+101.7% |