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 | $411,709 | $142,344+189.2% | $119,609+244.2% | $134,475+206.2% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -16.32% | -12.44%-3.9pp | -14.97%-1.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,201 | $5,222-0.4% | $4,232+22.9% | $4,740+9.7% |
| Participant deferral / active EE | $7,347 | $6,469+13.6% | $5,602+31.2% | $6,400+14.8% |
| Admin fee / account holder | $80,572 | $13,584+493.1% | $10,323+680.5% | $11,426+605.2% |