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 | $288,056 | $175,600+64.0% | $129,110+123.1% | $134,475+114.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -17.16% | -11.39%-5.8pp | -10.94%-6.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $10,620 | $6,355+67.1% | $5,052+110.2% | $4,740+124.1% |
| Participant deferral / active EE | $13,246 | $7,975+66.1% | $6,542+102.5% | $6,400+107.0% |
| Admin fee / account holder | $1,764 | $23,567-92.5% | $14,302-87.7% | $11,426-84.6% |