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 | $292,130 | $142,344+105.2% | $119,609+144.2% | $134,475+117.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -19.38% | -12.44%-6.9pp | -14.97%-4.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,479 | $5,222-33.4% | $4,232-17.8% | $4,740-26.6% |
| Participant deferral / active EE | $10,568 | $6,469+63.4% | $5,602+88.6% | $6,400+65.1% |
| Admin fee / account holder | $2,726 | $13,584-79.9% | $10,323-73.6% | $11,426-76.1% |