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 | $331,874 | $160,055+107.4% | $140,016+137.0% | $135,375+145.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.52% | 911.38%-913.9pp | 651.12%-653.6pp | 519.73%-522.3pp |
| Employer contribution / active EE | $14,785 | $6,420+130.3% | $5,606+163.7% | $4,779+209.4% |
| Participant deferral / active EE | $10,369 | $7,642+35.7% | $6,927+49.7% | $5,609+84.9% |
| Admin fee / account holder | $20,504 | $13,328+53.8% | $10,705+91.5% | $10,827+89.4% |