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 | $721,330 | $211,958+240.3% | $169,463+325.7% | $135,375+432.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.56% | 3.26%-13.8pp | 1.83%-12.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $36,250 | $5,120+608.0% | $4,159+771.6% | $4,779+658.6% |
| Participant deferral / active EE | $21,250 | $6,075+249.8% | $5,277+302.7% | $5,609+278.9% |
| Admin fee / account holder | $3,149 | $11,471-72.5% | $9,109-65.4% | $10,827-70.9% |