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 6-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 | $271,779 | $110,094+146.9% | $151,611+79.3% | $68,494+296.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.58% | -10.12%-10.5pp | 3.33%-23.9pp | -7.84%-12.7pp |
| Employer contribution / active EE | $5,998 | $4,471+34.2% | $6,166-2.7% | $2,596+131.0% |
| Participant deferral / active EE | $16,115 | $6,527+146.9% | $8,363+92.7% | $4,027+300.2% |
| Admin fee / account holder | $15,639 | $7,719+102.6% | $11,616+34.6% | $5,403+189.5% |