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 | $738,911 | $165,335+346.9% | $149,696+393.6% | $158,922+365.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.10% | 348.15%-344.0pp | 276.60%-272.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $15,918 | $5,103+212.0% | $4,644+242.8% | $4,761+234.3% |
| Participant deferral / active EE | $10,894 | $7,181+51.7% | $6,842+59.2% | $5,982+82.1% |
| Admin fee / account holder | $725 | $10,807-93.3% | $9,309-92.2% | $11,246-93.6% |