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 7-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 | $270,141 | $72,012+275.1% | $185,823+45.4% | $79,858+238.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 0.94% | 23.12%-22.2pp | 35.95%-35.0pp | 31.71%-30.8pp |
| Employer contribution / active EE | $10,000 | $1,965+409.0% | $4,087+144.7% | $2,471+304.7% |
| Participant deferral / active EE | $4,864 | $3,779+28.7% | $5,632-13.6% | $3,740+30.1% |
| Admin fee / account holder | $25,064 | $4,513+455.4% | $9,500+163.8% | $5,306+372.3% |