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 | $371,094 | $138,065+168.8% | $123,544+200.4% | $135,375+174.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.49% | 153.68%-154.2pp | 119.20%-119.7pp | 519.73%-520.2pp |
| Employer contribution / active EE | $17,369 | $5,151+237.2% | $4,628+275.3% | $4,779+263.5% |
| Participant deferral / active EE | $10,092 | $6,799+48.4% | $6,426+57.1% | $5,609+79.9% |
| Admin fee / account holder | $12,619 | $10,916+15.6% | $9,284+35.9% | $10,827+16.5% |