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 | $661,581 | $138,044+379.3% | $125,339+427.8% | $134,475+392.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.01% | 750.33%-766.3pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $25,072 | $5,243+378.2% | $4,814+420.9% | $4,740+429.0% |
| Participant deferral / active EE | $15,545 | $7,799+99.3% | $7,446+108.8% | $6,400+142.9% |
| Admin fee / account holder | $22,985 | $11,571+98.6% | $10,010+129.6% | $11,426+101.2% |