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 | $500,092 | $109,881+355.1% | $150,045+233.3% | $84,808+489.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 8.30% | 28.25%-19.9pp | 62.55%-54.2pp | 40.90%-32.6pp |
| Employer contribution / active EE | $12,592 | $3,561+253.6% | $4,693+168.3% | $2,631+378.6% |
| Participant deferral / active EE | $9,704 | $6,636+46.2% | $7,997+21.3% | $4,212+130.4% |
| Admin fee / account holder | $15,860 | $8,568+85.1% | $13,435+18.1% | $7,344+116.0% |