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 | $328,322 | $142,344+130.7% | $119,609+174.5% | $134,475+144.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 75.56% | -12.44%+88.0pp | -14.97%+90.5pp | 417.96%-342.4pp |
| Employer contribution / active EE | $31,417 | $5,222+501.6% | $4,232+642.4% | $4,740+562.8% |
| Participant deferral / active EE | $19,033 | $6,469+194.2% | $5,602+239.8% | $6,400+197.4% |
| Admin fee / account holder | $8,305 | $13,584-38.9% | $10,323-19.6% | $11,426-27.3% |