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 | $8,599,309 | $197,591+4252.1% | $177,821+4735.9% | $158,922+5311.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.61% | 58.76%-56.1pp | 48.32%-45.7pp | 302.83%-300.2pp |
| Employer contribution / active EE | $38,000 | $6,697+467.4% | $5,918+542.1% | $4,761+698.1% |
| Participant deferral / active EE | $25,500 | $8,405+203.4% | $7,714+230.6% | $5,982+326.3% |
| Admin fee / account holder | $22,742 | $15,399+47.7% | $12,427+83.0% | $11,246+102.2% |