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 | $277,627 | $167,484+65.8% | $151,611+83.1% | $134,475+106.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -14.02% | 7.80%-21.8pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,419 | $6,829-64.6% | $6,166-60.8% | $4,740-49.0% |
| Participant deferral / active EE | $5,889 | $8,986-34.5% | $8,363-29.6% | $6,400-8.0% |
| Admin fee / account holder | $1,386 | $13,783-89.9% | $11,616-88.1% | $11,426-87.9% |