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 | $459,066 | $110,809+314.3% | $86,874+428.4% | $167,490+174.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 6.59% | 116.98%-110.4pp | 63.52%-56.9pp | 478.56%-472.0pp |
| Employer contribution / active EE | $19,100 | $3,244+488.8% | $2,495+665.4% | $4,837+294.8% |
| Participant deferral / active EE | $13,037 | $4,546+186.8% | $3,699+252.4% | $6,341+105.6% |
| Admin fee / account holder | $335,247 | $8,415+3884.1% | $5,828+5652.3% | $12,309+2623.6% |