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 | $401,831 | $124,281+223.3% | $109,143+268.2% | $167,490+139.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.56% | 26.04%-17.5pp | 25.75%-17.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $18,269 | $4,207+334.2% | $3,722+390.8% | $4,837+277.6% |
| Participant deferral / active EE | $3,650 | $5,255-30.5% | $4,653-21.6% | $6,341-42.4% |
| Admin fee / account holder | $94,004 | $7,970+1079.5% | $6,752+1292.2% | $12,309+663.7% |