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 | $308,985 | $73,867+318.3% | $143,757+114.9% | $68,494+351.1% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -16.11% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $9,350 | $3,184+193.6% | $4,951+88.9% | $2,596+260.1% |
| Participant deferral / active EE | $8,811 | $3,384+160.3% | $5,637+56.3% | $4,027+118.8% |
| Admin fee / account holder | $1,474 | $5,755-74.4% | $14,673-90.0% | $5,403-72.7% |