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 | $477,641 | $92,703+415.2% | $82,719+477.4% | $134,475+255.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.57% | 944.92%-964.5pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,353 | $3,274-58.7% | $3,009-55.0% | $4,740-71.5% |
| Participant deferral / active EE | $3,600 | $4,802-25.0% | $4,395-18.1% | $6,400-43.7% |
| Admin fee / account holder | $17,539 | $5,983+193.2% | $5,329+229.1% | $11,426+53.5% |