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 | $1,266,766 | $165,912+663.5% | $122,332+935.5% | $147,584+758.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 1.18% | 34.55%-33.4pp | 30.27%-29.1pp | 578.55%-577.4pp |
| Employer contribution / active EE | $16,200 | $5,754+181.5% | $4,050+300.0% | $4,876+232.2% |
| Participant deferral / active EE | $24,000 | $4,005+499.2% | $3,287+630.2% | $5,439+341.3% |
| Admin fee / account holder | $50,329 | $7,424+577.9% | $5,478+818.8% | $10,885+362.4% |