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 | $332,452 | $82,664+302.2% | $125,339+165.2% | $68,494+385.4% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -18.01% | -5.97%-12.0pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,840 | $3,381+13.6% | $4,814-20.2% | $2,596+47.9% |
| Participant deferral / active EE | $8,516 | $6,110+39.4% | $7,446+14.4% | $4,027+111.5% |
| Admin fee / account holder | $3,085 | $6,275-50.8% | $10,010-69.2% | $5,403-42.9% |