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 | $286,082 | $97,757+192.6% | $83,848+241.2% | $135,375+111.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.94% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $11,405 | $4,222+170.2% | $3,631+214.1% | $4,779+138.7% |
| Participant deferral / active EE | $12,980 | $4,682+177.2% | $4,082+218.0% | $5,609+131.4% |
| Admin fee / account holder | $30,014 | $6,674+349.7% | $5,478+447.9% | $10,827+177.2% |