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 | $734,443 | $158,398+363.7% | $126,539+480.4% | $142,382+415.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.77% | 593.76%-587.0pp | 425.95%-419.2pp | 217.08%-210.3pp |
| Employer contribution / active EE | $41,190 | $4,650+785.8% | $3,674+1021.1% | $4,299+858.1% |
| Participant deferral / active EE | $23,500 | $4,767+393.0% | $4,083+475.6% | $6,507+261.1% |
| Admin fee / account holder | $568 | $6,918-91.8% | $6,065-90.6% | $12,624-95.5% |