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 | $344,911 | $111,754+208.6% | $103,333+233.8% | $145,922+136.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.43% | 24.77%-17.3pp | 24.88%-17.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $11,328 | $4,212+168.9% | $3,868+192.9% | $4,660+143.1% |
| Participant deferral / active EE | $10,495 | $5,619+86.8% | $5,057+107.5% | $6,688+56.9% |
| Admin fee / account holder | $69,427 | $9,750+612.1% | $8,355+731.0% | $13,397+418.2% |