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 | $444,951 | $138,044+222.3% | $125,339+255.0% | $134,475+230.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -12.10% | 750.33%-762.4pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,948 | $5,243-43.8% | $4,814-38.8% | $4,740-37.8% |
| Participant deferral / active EE | $12,934 | $7,799+65.8% | $7,446+73.7% | $6,400+102.1% |
| Admin fee / account holder | $55,200 | $11,571+377.0% | $10,010+451.5% | $11,426+383.1% |