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 | $285,727 | $100,754+183.6% | $86,677+229.6% | $134,475+112.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.84% | 29.04%-44.9pp | 35.91%-51.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $7,937 | $3,489+127.5% | $2,836+179.8% | $4,740+67.5% |
| Participant deferral / active EE | $8,237 | $5,338+54.3% | $4,656+76.9% | $6,400+28.7% |
| Admin fee / account holder | $9,658 | $10,926-11.6% | $7,493+28.9% | $11,426-15.5% |