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 6-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 | $647,289 | $159,901+304.8% | $146,958+340.5% | $145,922+343.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.73% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $33,504 | $5,286+533.8% | $4,933+579.2% | $4,660+619.0% |
| Participant deferral / active EE | $30,000 | $8,428+255.9% | $8,070+271.8% | $6,688+348.6% |
| Admin fee / account holder | $661 | $15,044-95.6% | $12,998-94.9% | $13,397-95.1% |