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 | $369,211 | $109,881+236.0% | $150,045+146.1% | $84,808+335.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.92% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $7,226 | $3,561+102.9% | $4,693+54.0% | $2,631+174.7% |
| Participant deferral / active EE | $8,196 | $6,636+23.5% | $7,997+2.5% | $4,212+94.6% |
| Admin fee / account holder | $79,556 | $8,568+828.5% | $13,435+492.2% | $7,344+983.3% |