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 | $301,952 | $77,634+288.9% | $156,549+92.9% | $62,891+380.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.29% | 50.32%-50.6pp | 32.23%-32.5pp | 20.14%-20.4pp |
| Employer contribution / active EE | $6,556 | $3,444+90.4% | $5,501+19.2% | $2,281+187.4% |
| Participant deferral / active EE | $7,530 | $3,045+147.2% | $4,871+54.6% | $3,203+135.1% |
| Admin fee / account holder | $1,334 | $5,561-76.0% | $13,027-89.8% | $4,296-68.9% |