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 | $672,974 | $107,934+523.5% | $91,989+631.6% | $152,861+340.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 10.95% | 89.24%-78.3pp | 69.02%-58.1pp | 345.32%-334.4pp |
| Employer contribution / active EE | $3,752 | $4,210-10.9% | $3,452+8.7% | $4,762-21.2% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,552 | $10,520-85.2% | $7,743-80.0% | $11,596-86.6% |