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 | $375,333 | $100,754+272.5% | $86,677+333.0% | $134,475+179.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.22% | 29.04%-47.3pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,230 | $3,489+49.9% | $2,836+84.4% | $4,740+10.3% |
| Participant deferral / active EE | $10,742 | $5,338+101.2% | $4,656+130.7% | $6,400+67.8% |
| Admin fee / account holder | $4,855 | $10,926-55.6% | $7,493-35.2% | $11,426-57.5% |