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 | $731,791 | $167,307+337.4% | $143,757+409.0% | $134,475+444.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.97% | 0.46%-37.4pp | -0.04%-36.9pp | 417.96%-454.9pp |
| Employer contribution / active EE | $6,957 | $5,619+23.8% | $4,951+40.5% | $4,740+46.8% |
| Participant deferral / active EE | $18,000 | $6,446+179.3% | $5,637+219.3% | $6,400+181.3% |
| Admin fee / account holder | $188,202 | $18,088+940.5% | $14,673+1182.7% | $11,426+1547.1% |