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 | $333,811 | $190,805+74.9% | $159,960+108.7% | $134,475+148.2% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -13.80% | 552.23%-566.0pp | 408.60%-422.4pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,844 | $4,995-3.0% | $4,226+14.6% | $4,740+2.2% |
| Participant deferral / active EE | $15,856 | $6,923+129.0% | $6,182+156.5% | $6,400+147.8% |
| Admin fee / account holder | $625 | $10,471-94.0% | $8,698-92.8% | $11,426-94.5% |