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 | $346,033 | $83,902+312.4% | $167,512+106.6% | $84,808+308.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 12.78% | 91.55%-78.8pp | 1615.79%-1603.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $18,080 | $2,264+698.6% | $3,882+365.8% | $2,631+587.2% |
| Participant deferral / active EE | $10,950 | $4,442+146.5% | $6,405+71.0% | $4,212+160.0% |
| Admin fee / account holder | $57,042 | $7,915+620.7% | $9,769+483.9% | $7,344+676.7% |