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 | $261,510 | $175,600+48.9% | $129,110+102.5% | $134,475+94.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -19.12% | -11.39%-7.7pp | -10.94%-8.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $7,793 | $6,355+22.6% | $5,052+54.3% | $4,740+64.4% |
| Participant deferral / active EE | $6,044 | $7,975-24.2% | $6,542-7.6% | $6,400-5.6% |
| Admin fee / account holder | $3,538 | $23,567-85.0% | $14,302-75.3% | $11,426-69.0% |