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 | $355,301 | $152,509+133.0% | $117,472+202.5% | $134,475+164.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.88% | 52.99%-66.9pp | 29.74%-43.6pp | 417.96%-431.8pp |
| Employer contribution / active EE | $14,754 | $5,571+164.8% | $4,176+253.3% | $4,740+211.3% |
| Participant deferral / active EE | $8,844 | $4,818+83.6% | $4,070+117.3% | $6,400+38.2% |
| Admin fee / account holder | $1,879 | $7,004-73.2% | $5,645-66.7% | $11,426-83.6% |