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 | $462,879 | $150,440+207.7% | $136,294+239.6% | $147,584+213.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.34% | 1049.08%-1043.7pp | 5155.94%-5150.6pp | 578.55%-573.2pp |
| Employer contribution / active EE | $25,834 | $5,256+391.5% | $4,695+450.2% | $4,876+429.8% |
| Participant deferral / active EE | $13,666 | $6,630+106.1% | $6,247+118.8% | $5,439+151.3% |
| Admin fee / account holder | $17,058 | $10,905+56.4% | $9,243+84.5% | $10,885+56.7% |