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 | $329,124 | $109,881+199.5% | $150,045+119.3% | $84,808+288.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 8.95% | 28.25%-19.3pp | 62.55%-53.6pp | 40.90%-31.9pp |
| Employer contribution / active EE | $6,207 | $3,561+74.3% | $4,693+32.3% | $2,631+135.9% |
| Participant deferral / active EE | $11,129 | $6,636+67.7% | $7,997+39.2% | $4,212+164.2% |
| Admin fee / account holder | $103,634 | $8,568+1109.5% | $13,435+671.4% | $7,344+1311.2% |