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 | $263,133 | $211,958+24.1% | $169,463+55.3% | $135,375+94.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.56% | 3.26%-14.8pp | 1.83%-13.4pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,575 | $5,120-49.7% | $4,159-38.1% | $4,779-46.1% |
| Participant deferral / active EE | $8,254 | $6,075+35.9% | $5,277+56.4% | $5,609+47.2% |
| Admin fee / account holder | $11,638 | $11,471+1.5% | $9,109+27.8% | $10,827+7.5% |