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 | $355,515 | $110,094+222.9% | $151,611+134.5% | $68,494+419.0% |
| Participation rate | 98.1% | 84.0%+14.2pp | 87.5%+10.7pp | 67.9%+30.3pp |
| Annual return | -21.60% | -10.12%-11.5pp | 3.33%-24.9pp | -7.84%-13.8pp |
| Employer contribution / active EE | $28,239 | $4,471+531.7% | $6,166+358.0% | $2,596+987.7% |
| Participant deferral / active EE | $18,228 | $6,527+179.3% | $8,363+117.9% | $4,027+352.6% |
| Admin fee / account holder | $13,989 | $7,719+81.2% | $11,616+20.4% | $5,403+158.9% |