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 | $455,715 | $102,317+345.4% | $146,958+210.1% | $80,856+463.6% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 11.64% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $7,063 | $3,713+90.2% | $4,933+43.2% | $2,755+156.4% |
| Participant deferral / active EE | $8,463 | $6,644+27.4% | $8,070+4.9% | $4,296+97.0% |
| Admin fee / account holder | $69,596 | $7,941+776.4% | $12,998+435.4% | $6,918+906.0% |