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 | $376,772 | $160,055+135.4% | $140,016+169.1% | $135,375+178.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.26% | 911.38%-916.6pp | 651.12%-656.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $8,547 | $6,420+33.1% | $5,606+52.5% | $4,779+78.8% |
| Participant deferral / active EE | $11,840 | $7,642+54.9% | $6,927+70.9% | $5,609+111.1% |
| Admin fee / account holder | $20,834 | $13,328+56.3% | $10,705+94.6% | $10,827+92.4% |