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 | $780,510 | $95,416+718.0% | $185,823+320.0% | $85,850+809.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.13% | 23.59%-13.5pp | 122.05%-111.9pp | 318.53%-308.4pp |
| Employer contribution / active EE | $27,329 | $3,314+724.7% | $5,167+428.9% | $2,565+965.4% |
| Participant deferral / active EE | $11,612 | $3,423+239.2% | $5,568+108.6% | $3,952+193.9% |
| Admin fee / account holder | $83,152 | $7,213+1052.8% | $16,237+412.1% | $6,260+1228.3% |