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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $463,785 | $82,664+461.1% | $125,339+270.0% | $68,494+577.1% |
| Participation rate | 91.9% | 75.0%+16.8pp | 82.4%+9.5pp | 67.9%+24.0pp |
| Annual return | -22.38% | -5.97%-16.4pp | 572.05%-594.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $6,486 | $3,381+91.8% | $4,814+34.8% | $2,596+149.8% |
| Participant deferral / active EE | $9,311 | $6,110+52.4% | $7,446+25.0% | $4,027+131.2% |
| Admin fee / account holder | $25,535 | $6,275+306.9% | $10,010+155.1% | $5,403+372.6% |