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 | $317,900 | $110,094+188.8% | $151,611+109.7% | $68,494+364.1% |
| Participation rate | 97.8% | 84.0%+13.8pp | 87.5%+10.3pp | 67.9%+29.9pp |
| Annual return | -13.05% | -10.12%-2.9pp | 3.33%-16.4pp | -7.84%-5.2pp |
| Employer contribution / active EE | $29,947 | $4,471+569.9% | $6,166+385.7% | $2,596+1053.5% |
| Participant deferral / active EE | $18,574 | $6,527+184.6% | $8,363+122.1% | $4,027+361.2% |
| Admin fee / account holder | $3,447 | $7,719-55.3% | $11,616-70.3% | $5,403-36.2% |