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 | $383,169 | $138,065+177.5% | $123,544+210.1% | $135,375+183.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.29% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $15,406 | $5,151+199.1% | $4,628+232.9% | $4,779+222.4% |
| Participant deferral / active EE | $10,431 | $6,799+53.4% | $6,426+62.3% | $5,609+86.0% |
| Admin fee / account holder | $4,555 | $10,916-58.3% | $9,284-50.9% | $10,827-57.9% |