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 | $272,483 | $167,484+62.7% | $151,611+79.7% | $134,475+102.6% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -17.57% | 7.80%-25.4pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,754 | $6,829-45.0% | $6,166-39.1% | $4,740-20.8% |
| Participant deferral / active EE | $7,445 | $8,986-17.1% | $8,363-11.0% | $6,400+16.3% |
| Admin fee / account holder | $42,074 | $13,783+205.3% | $11,616+262.2% | $11,426+268.2% |