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 | $349,361 | $197,591+76.8% | $177,821+96.5% | $158,922+119.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -2.30% | 58.76%-61.1pp | 48.32%-50.6pp | 302.83%-305.1pp |
| Employer contribution / active EE | $16,504 | $6,697+146.4% | $5,918+178.9% | $4,761+246.6% |
| Participant deferral / active EE | $12,750 | $8,405+51.7% | $7,714+65.3% | $5,982+113.1% |
| Admin fee / account holder | $450 | $15,399-97.1% | $12,427-96.4% | $11,246-96.0% |