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 | $506,934 | $104,974+382.9% | $95,585+430.3% | $142,382+256.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 8.32% | 210.33%-202.0pp | 38.56%-30.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $5,713 | $2,779+105.6% | $2,527+126.1% | $4,299+32.9% |
| Participant deferral / active EE | $5,718 | $4,352+31.4% | $4,023+42.1% | $6,507-12.1% |
| Admin fee / account holder | $112,842 | $6,386+1667.0% | $6,127+1741.6% | $12,624+793.9% |