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 | $428,441 | $138,044+210.4% | $125,339+241.8% | $134,475+218.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.42% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,978 | $5,243-62.3% | $4,814-58.9% | $4,740-58.3% |
| Participant deferral / active EE | $12,397 | $7,799+59.0% | $7,446+66.5% | $6,400+93.7% |
| Admin fee / account holder | $20,877 | $11,571+80.4% | $10,010+108.6% | $11,426+82.7% |