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 | $280,536 | $92,703+202.6% | $82,719+239.1% | $134,475+108.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -29.86% | 944.92%-974.8pp | 701.18%-731.0pp | 417.96%-447.8pp |
| Employer contribution / active EE | $567 | $3,274-82.7% | $3,009-81.2% | $4,740-88.0% |
| Participant deferral / active EE | $4,163 | $4,802-13.3% | $4,395-5.3% | $6,400-35.0% |
| Admin fee / account holder | $35,467 | $5,983+492.8% | $5,329+565.6% | $11,426+210.4% |