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 9-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 | $324,188 | $138,044+134.8% | $125,339+158.6% | $134,475+141.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.06% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,339 | $5,243-17.2% | $4,814-9.9% | $4,740-8.5% |
| Participant deferral / active EE | $8,554 | $7,799+9.7% | $7,446+14.9% | $6,400+33.7% |
| Admin fee / account holder | $2,454 | $11,571-78.8% | $10,010-75.5% | $11,426-78.5% |