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 6-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 | $525,550 | $197,591+166.0% | $177,821+195.6% | $158,922+230.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.53% | 58.76%-54.2pp | 48.32%-43.8pp | 302.83%-298.3pp |
| Employer contribution / active EE | $14,066 | $6,697+110.0% | $5,918+137.7% | $4,761+195.4% |
| Participant deferral / active EE | $23,400 | $8,405+178.4% | $7,714+203.3% | $5,982+291.2% |
| Admin fee / account holder | $294,926 | $15,399+1815.2% | $12,427+2273.2% | $11,246+2522.6% |