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 | $330,208 | $190,805+73.1% | $159,960+106.4% | $134,475+145.6% |
| Participation rate | 95.2% | 81.9%+13.3pp | 78.0%+17.3pp | 81.2%+14.0pp |
| Annual return | -22.98% | 552.23%-575.2pp | 408.60%-431.6pp | 417.96%-440.9pp |
| Employer contribution / active EE | $8,073 | $4,995+61.6% | $4,226+91.0% | $4,740+70.3% |
| Participant deferral / active EE | $26,216 | $6,923+278.7% | $6,182+324.0% | $6,400+309.6% |
| Admin fee / account holder | $6,326 | $10,471-39.6% | $8,698-27.3% | $11,426-44.6% |