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 | $311,252 | $138,044+125.5% | $125,339+148.3% | $134,475+131.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.33% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $7,048 | $5,243+34.4% | $4,814+46.4% | $4,740+48.7% |
| Participant deferral / active EE | $12,478 | $7,799+60.0% | $7,446+67.6% | $6,400+95.0% |
| Admin fee / account holder | $1,091 | $11,571-90.6% | $10,010-89.1% | $11,426-90.5% |