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 | $1,881,689 | $158,398+1087.9% | $126,539+1387.0% | $142,382+1221.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 0.94% | 593.76%-592.8pp | 425.95%-425.0pp | 217.08%-216.1pp |
| Employer contribution / active EE | $3,407 | $4,650-26.7% | $3,674-7.3% | $4,299-20.8% |
| Participant deferral / active EE | $24,818 | $4,767+420.6% | $4,083+507.9% | $6,507+281.4% |
| Admin fee / account holder | $24,185 | $6,918+249.6% | $6,065+298.8% | $12,624+91.6% |