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 | $360,962 | $159,602+126.2% | $150,045+140.6% | $142,382+153.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.82% | 70.24%-63.4pp | 62.55%-55.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $3,900 | $4,961-21.4% | $4,693-16.9% | $4,299-9.3% |
| Participant deferral / active EE | $22,833 | $8,310+174.8% | $7,997+185.5% | $6,507+250.9% |
| Admin fee / account holder | $23,522 | $14,846+58.4% | $13,435+75.1% | $12,624+86.3% |