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 | $310,268 | $138,065+124.7% | $123,544+151.1% | $135,375+129.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.55% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $12,315 | $5,151+139.1% | $4,628+166.1% | $4,779+157.7% |
| Participant deferral / active EE | $12,304 | $6,799+81.0% | $6,426+91.5% | $5,609+119.4% |
| Admin fee / account holder | $11,425 | $10,916+4.7% | $9,284+23.1% | $10,827+5.5% |