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 | $505,660 | $125,758+302.1% | $169,993+197.5% | $75,163+572.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.71% | 27.20%-14.5pp | 53.37%-40.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $20,919 | $4,615+353.3% | $6,785+208.3% | $2,670+683.5% |
| Participant deferral / active EE | $13,137 | $6,837+92.1% | $10,408+26.2% | $4,125+218.5% |
| Admin fee / account holder | $15,812 | $8,173+93.5% | $12,815+23.4% | $5,651+179.8% |