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 | $357,661 | $100,852+254.6% | $90,404+295.6% | $158,922+125.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.70% | 1724.20%-1720.5pp | 1293.02%-1289.3pp | 302.83%-299.1pp |
| Employer contribution / active EE | $2,924 | $3,689-20.7% | $3,262-10.4% | $4,761-38.6% |
| Participant deferral / active EE | $4,361 | $4,348+0.3% | $3,963+10.0% | $5,982-27.1% |
| Admin fee / account holder | $105,896 | $6,501+1528.9% | $5,611+1787.3% | $11,246+841.7% |