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 | $292,652 | $81,900+257.3% | $119,609+144.7% | $68,494+327.3% |
| Participation rate | 94.1% | 71.9%+22.2pp | 79.3%+14.9pp | 67.9%+26.2pp |
| Annual return | -11.85% | -23.82%+12.0pp | -14.97%+3.1pp | -7.84%-4.0pp |
| Employer contribution / active EE | $3,387 | $2,693+25.8% | $4,232-20.0% | $2,596+30.5% |
| Participant deferral / active EE | $6,930 | $4,148+67.1% | $5,602+23.7% | $4,027+72.1% |
| Admin fee / account holder | $6,859 | $6,582+4.2% | $10,323-33.6% | $5,403+27.0% |