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 6-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 | $269,640 | $118,849+126.9% | $96,562+179.2% | $167,490+61.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.75% | 50.49%-43.7pp | 37.78%-31.0pp | 478.56%-471.8pp |
| Employer contribution / active EE | $31,209 | $3,120+900.4% | $2,356+1224.4% | $4,837+545.2% |
| Participant deferral / active EE | $22,750 | $4,616+392.9% | $3,849+491.1% | $6,341+258.8% |
| Admin fee / account holder | $5,194 | $8,065-35.6% | $6,181-16.0% | $12,309-57.8% |