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 | $257,742 | $160,055+61.0% | $140,016+84.1% | $135,375+90.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.32% | 911.38%-920.7pp | 651.12%-660.4pp | 519.73%-529.1pp |
| Employer contribution / active EE | $14,612 | $6,420+127.6% | $5,606+160.7% | $4,779+205.8% |
| Participant deferral / active EE | $18,273 | $7,642+139.1% | $6,927+163.8% | $5,609+225.8% |
| Admin fee / account holder | $1,141 | $13,328-91.4% | $10,705-89.3% | $10,827-89.5% |