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 | $305,972 | $105,860+189.0% | $90,749+237.2% | $134,475+127.5% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.7%+18.1pp | 81.2%+12.5pp |
| Annual return | -19.48% | -11.01%-8.5pp | -12.16%-7.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,461 | $3,4620% | $2,921+18.5% | $4,740-27.0% |
| Participant deferral / active EE | $5,348 | $5,216+2.5% | $4,564+17.2% | $6,400-16.4% |
| Admin fee / account holder | $18,052 | $13,938+29.5% | $8,445+113.8% | $11,426+58.0% |