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 | $336,631 | $180,449+86.6% | $154,107+118.4% | $135,375+148.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.70% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,141 | $6,035-31.4% | $5,298-21.8% | $4,779-13.4% |
| Participant deferral / active EE | $11,877 | $5,806+104.6% | $5,081+133.8% | $5,609+111.8% |
| Admin fee / account holder | $1,398 | $16,143-91.3% | $13,411-89.6% | $10,827-87.1% |