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 | $331,200 | $65,409+406.4% | $98,442+236.4% | $85,850+285.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 10.90% | 21.76%-10.9pp | 1492.73%-1481.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $9,402 | $2,168+333.7% | $2,960+217.7% | $2,565+266.5% |
| Participant deferral / active EE | $11,074 | $3,166+249.7% | $4,276+159.0% | $3,952+180.2% |
| Admin fee / account holder | $3,138 | $4,593-31.7% | $5,949-47.3% | $6,260-49.9% |