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 | $475,194 | $160,055+196.9% | $140,016+239.4% | $135,375+251.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.28% | 911.38%-920.7pp | 651.12%-660.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $13,836 | $6,420+115.5% | $5,606+146.8% | $4,779+189.5% |
| Participant deferral / active EE | $18,231 | $7,642+138.6% | $6,927+163.2% | $5,609+225.0% |
| Admin fee / account holder | $6,649 | $13,328-50.1% | $10,705-37.9% | $10,827-38.6% |