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 | $287,521 | $54,229+430.2% | $70,092+310.2% | $68,494+319.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.08% | -13.87%-3.2pp | 190.73%-207.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $10,009 | $2,018+395.9% | $2,559+291.2% | $2,596+285.5% |
| Participant deferral / active EE | $10,707 | $2,956+262.2% | $3,849+178.2% | $4,027+165.9% |
| Admin fee / account holder | $3,392 | $4,694-27.7% | $6,267-45.9% | $5,403-37.2% |