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 | $328,258 | $138,044+137.8% | $125,339+161.9% | $134,475+144.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.59% | 750.33%-760.9pp | 572.05%-582.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $3,446 | $5,243-34.3% | $4,814-28.4% | $4,740-27.3% |
| Participant deferral / active EE | $17,073 | $7,799+118.9% | $7,446+129.3% | $6,400+166.8% |
| Admin fee / account holder | $2,522 | $11,571-78.2% | $10,010-74.8% | $11,426-77.9% |