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 | $448,405 | $67,331+566.0% | $60,874+636.6% | $134,475+233.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.06% | 49.93%-58.0pp | 16.90%-25.0pp | 417.96%-426.0pp |
| Employer contribution / active EE | $12,838 | $3,096+314.6% | $2,701+375.2% | $4,740+170.9% |
| Participant deferral / active EE | $9,035 | $4,538+99.1% | $3,817+136.7% | $6,400+41.2% |
| Admin fee / account holder | $3,880 | $4,582-15.3% | $3,224+20.3% | $11,426-66.0% |