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 | $303,469 | $138,044+119.8% | $125,339+142.1% | $134,475+125.7% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -18.86% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,248 | $5,243-19.0% | $4,814-11.8% | $4,740-10.4% |
| Participant deferral / active EE | $8,202 | $7,799+5.2% | $7,446+10.1% | $6,400+28.2% |
| Admin fee / account holder | $1,085 | $11,571-90.6% | $10,010-89.2% | $11,426-90.5% |