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 | $1,326,263 | $217,402+510.1% | $185,823+613.7% | $167,490+691.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.71% | 148.36%-141.7pp | 122.05%-115.3pp | 478.56%-471.9pp |
| Employer contribution / active EE | $38,500 | $5,873+555.5% | $5,167+645.1% | $4,837+695.9% |
| Participant deferral / active EE | $26,000 | $6,356+309.0% | $5,568+367.0% | $6,341+310.0% |
| Admin fee / account holder | $7,077 | $19,811-64.3% | $16,237-56.4% | $12,309-42.5% |