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 | $270,806 | $142,344+90.2% | $119,609+126.4% | $134,475+101.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.75% | -12.44%-2.3pp | -14.97%+0.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $4,306 | $5,222-17.5% | $4,232+1.8% | $4,740-9.1% |
| Participant deferral / active EE | $10,000 | $6,469+54.6% | $5,602+78.5% | $6,400+56.3% |
| Admin fee / account holder | $3,757 | $13,584-72.3% | $10,323-63.6% | $11,426-67.1% |