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 | $353,673 | $165,335+113.9% | $149,696+136.3% | $158,922+122.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.97% | 348.15%-343.2pp | 276.60%-271.6pp | 302.83%-297.9pp |
| Employer contribution / active EE | $8,029 | $5,103+57.4% | $4,644+72.9% | $4,761+68.6% |
| Participant deferral / active EE | $10,514 | $7,181+46.4% | $6,842+53.7% | $5,982+75.8% |
| Admin fee / account holder | $3,155 | $10,807-70.8% | $9,309-66.1% | $11,246-71.9% |