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 6-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 | $307,994 | $138,044+123.1% | $125,339+145.7% | $134,475+129.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.81% | 750.33%-767.1pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,656 | $5,243-11.2% | $4,814-3.3% | $4,740-1.8% |
| Participant deferral / active EE | $13,330 | $7,799+70.9% | $7,446+79.0% | $6,400+108.3% |
| Admin fee / account holder | $7,358 | $11,571-36.4% | $10,010-26.5% | $11,426-35.6% |