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 | $309,958 | $127,100+143.9% | $105,738+193.1% | $135,375+129.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.23% | 4.49%-13.7pp | 6.27%-15.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $25,894 | $4,107+530.5% | $3,268+692.3% | $4,779+441.9% |
| Participant deferral / active EE | $12,250 | $5,064+141.9% | $4,080+200.3% | $5,609+118.4% |
| Admin fee / account holder | $2,603 | $9,087-71.4% | $6,913-62.3% | $10,827-76.0% |