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 | $254,523 | $160,055+59.0% | $140,016+81.8% | $135,375+88.0% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -5.63% | 911.38%-917.0pp | 651.12%-656.7pp | 519.73%-525.4pp |
| Employer contribution / active EE | $7,658 | $6,420+19.3% | $5,606+36.6% | $4,779+60.2% |
| Participant deferral / active EE | $13,220 | $7,642+73.0% | $6,927+90.8% | $5,609+135.7% |
| Admin fee / account holder | $4,472 | $13,328-66.4% | $10,705-58.2% | $10,827-58.7% |