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 7-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 | $753,492 | $100,773+647.7% | $88,946+747.1% | $142,382+429.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.47% | 70.18%-60.7pp | 57.82%-48.3pp | 217.08%-207.6pp |
| Employer contribution / active EE | $24,222 | $2,918+730.2% | $2,555+848.0% | $4,299+463.4% |
| Participant deferral / active EE | $27,000 | $5,230+416.2% | $4,581+489.3% | $6,507+314.9% |
| Admin fee / account holder | $6,219 | $9,693-35.8% | $8,261-24.7% | $12,624-50.7% |