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 | $266,655 | $142,344+87.3% | $119,609+122.9% | $134,475+98.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.79% | -12.44%-9.4pp | -14.97%-6.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $3,883 | $5,222-25.7% | $4,232-8.3% | $4,740-18.1% |
| Participant deferral / active EE | $4,800 | $6,469-25.8% | $5,602-14.3% | $6,400-25.0% |
| Admin fee / account holder | $1,369 | $13,584-89.9% | $10,323-86.7% | $11,426-88.0% |