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 | $281,986 | $95,862+194.2% | $79,550+254.5% | $134,475+109.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -17.67% | -2.69%-15.0pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,574 | $3,128+14.3% | $2,413+48.1% | $4,740-24.6% |
| Participant deferral / active EE | $9,070 | $4,693+93.3% | $3,985+127.6% | $6,400+41.7% |
| Admin fee / account holder | $1,519 | $9,126-83.4% | $6,832-77.8% | $11,426-86.7% |