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 | $291,216 | $135,635+114.7% | $110,238+164.2% | $135,375+115.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.82% | 513.19%-517.0pp | 314.74%-318.6pp | 519.73%-523.6pp |
| Employer contribution / active EE | $8,333 | $4,906+69.8% | $3,826+117.8% | $4,779+74.4% |
| Participant deferral / active EE | $4,372 | $5,506-20.6% | $4,672-6.4% | $5,609-22.1% |
| Admin fee / account holder | $32,716 | $11,457+185.6% | $8,547+282.8% | $10,827+202.2% |