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 | $367,670 | $202,318+81.7% | $172,739+112.8% | $152,861+140.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.72% | 1029.65%-1017.9pp | 802.84%-791.1pp | 345.32%-333.6pp |
| Employer contribution / active EE | $8,412 | $5,856+43.6% | $5,143+63.6% | $4,762+76.6% |
| Participant deferral / active EE | $8,814 | $5,948+48.2% | $5,198+69.6% | $5,850+50.7% |
| Admin fee / account holder | $359 | $17,109-97.9% | $13,954-97.4% | $11,596-96.9% |