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 | $1,585,526 | $82,664+1818.0% | $125,339+1165.0% | $68,494+2214.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.91% | -5.97%-15.9pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $48,665 | $3,381+1339.4% | $4,814+911.0% | $2,596+1774.4% |
| Participant deferral / active EE | $4,493 | $6,110-26.5% | $7,446-39.7% | $4,027+11.6% |
| Admin fee / account holder | $3,475 | $6,275-44.6% | $10,010-65.3% | $5,403-35.7% |