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 | $256,299 | $138,044+85.7% | $125,339+104.5% | $134,475+90.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -11.21% | 750.33%-761.5pp | 572.05%-583.3pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,063 | $5,243-41.6% | $4,814-36.4% | $4,740-35.4% |
| Participant deferral / active EE | $4,930 | $7,799-36.8% | $7,446-33.8% | $6,400-23.0% |
| Admin fee / account holder | $2,087 | $11,571-82.0% | $10,010-79.1% | $11,426-81.7% |