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 | $256,178 | $175,600+45.9% | $129,110+98.4% | $134,475+90.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.54% | -11.39%-5.2pp | -10.94%-5.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $5,220 | $6,355-17.9% | $5,052+3.3% | $4,740+10.1% |
| Participant deferral / active EE | $10,129 | $7,975+27.0% | $6,542+54.8% | $6,400+58.3% |
| Admin fee / account holder | $15,919 | $23,567-32.5% | $14,302+11.3% | $11,426+39.3% |