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 | $382,801 | $175,202+118.5% | $149,673+155.8% | $139,434+174.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.03% | 166.71%-158.7pp | 134.42%-126.4pp | 372.94%-364.9pp |
| Employer contribution / active EE | $25,696 | $5,474+369.4% | $4,818+433.4% | $4,751+440.9% |
| Participant deferral / active EE | $25,714 | $6,519+294.5% | $5,680+352.7% | $6,710+283.2% |
| Admin fee / account holder | $28,889 | $16,150+78.9% | $13,210+118.7% | $11,403+153.4% |