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 | $262,572 | $82,664+217.6% | $125,339+109.5% | $68,494+283.3% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -13.72% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $10,586 | $3,381+213.1% | $4,814+119.9% | $2,596+307.7% |
| Participant deferral / active EE | $10,867 | $6,110+77.8% | $7,446+45.9% | $4,027+169.8% |
| Admin fee / account holder | $20,855 | $6,275+232.3% | $10,010+108.4% | $5,403+286.0% |