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 | $333,318 | $190,805+74.7% | $159,960+108.4% | $134,475+147.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.40% | 552.23%-570.6pp | 408.60%-427.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $5,555 | $4,995+11.2% | $4,226+31.5% | $4,740+17.2% |
| Participant deferral / active EE | $11,067 | $6,923+59.9% | $6,182+79.0% | $6,400+72.9% |
| Admin fee / account holder | $7,149 | $10,471-31.7% | $8,698-17.8% | $11,426-37.4% |