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 | $413,692 | $142,344+190.6% | $119,609+245.9% | $134,475+207.6% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -19.71% | -12.44%-7.3pp | -14.97%-4.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $11,378 | $5,222+117.9% | $4,232+168.9% | $4,740+140.1% |
| Participant deferral / active EE | $10,784 | $6,469+66.7% | $5,602+92.5% | $6,400+68.5% |
| Admin fee / account holder | $5,922 | $13,584-56.4% | $10,323-42.6% | $11,426-48.2% |