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 | $263,576 | $85,202+209.4% | $172,739+52.6% | $72,985+261.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | -0.97% | 27.32%-28.3pp | 802.84%-803.8pp | 81.00%-82.0pp |
| Employer contribution / active EE | $2,815 | $3,324-15.3% | $5,143-45.3% | $2,440+15.4% |
| Participant deferral / active EE | $6,757 | $3,260+107.2% | $5,198+30.0% | $3,607+87.3% |
| Admin fee / account holder | $3,429 | $5,884-41.7% | $13,954-75.4% | $5,124-33.1% |