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 | $369,871 | $160,055+131.1% | $140,016+164.2% | $135,375+173.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.81% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $7,231 | $6,420+12.6% | $5,606+29.0% | $4,779+51.3% |
| Participant deferral / active EE | $14,139 | $7,642+85.0% | $6,927+104.1% | $5,609+152.1% |
| Admin fee / account holder | $2,104 | $13,328-84.2% | $10,705-80.3% | $10,827-80.6% |