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 | $435,428 | $160,055+172.0% | $140,016+211.0% | $135,375+221.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -3.57% | 911.38%-915.0pp | 651.12%-654.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $22,000 | $6,420+242.7% | $5,606+292.5% | $4,779+360.4% |
| Participant deferral / active EE | $23,000 | $7,642+201.0% | $6,927+232.0% | $5,609+310.1% |
| Admin fee / account holder | $171,281 | $13,328+1185.1% | $10,705+1500.0% | $10,827+1482.0% |