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 | $527,995 | $183,519+187.7% | $155,509+239.5% | $145,922+261.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.34% | 61.17%-57.8pp | 64.67%-61.3pp | 561.29%-557.9pp |
| Employer contribution / active EE | $1,986 | $5,313-62.6% | $4,672-57.5% | $4,660-57.4% |
| Participant deferral / active EE | $5,773 | $6,462-10.7% | $5,626+2.6% | $6,688-13.7% |
| Admin fee / account holder | $1,786 | $19,313-90.8% | $15,912-88.8% | $13,397-86.7% |