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 | $412,734 | $114,381+260.8% | $107,525+283.8% | $142,382+189.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.01% | 242.71%-235.7pp | 181.32%-174.3pp | 217.08%-210.1pp |
| Employer contribution / active EE | $18,136 | $4,015+351.7% | $3,754+383.2% | $4,299+321.9% |
| Participant deferral / active EE | $10,385 | $5,564+86.6% | $5,116+103.0% | $6,507+59.6% |
| Admin fee / account holder | $79,704 | $9,860+708.3% | $8,919+793.7% | $12,624+531.4% |