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 | $251,658 | $138,065+82.3% | $123,544+103.7% | $135,375+85.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.75% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,466 | $5,151-32.7% | $4,628-25.1% | $4,779-27.5% |
| Participant deferral / active EE | $6,137 | $6,799-9.7% | $6,426-4.5% | $5,609+9.4% |
| Admin fee / account holder | $7,330 | $10,916-32.8% | $9,284-21.0% | $10,827-32.3% |