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 | $538,908 | $154,117+249.7% | $129,995+314.6% | $139,434+286.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.68% | 32.48%-24.8pp | -137.18%+144.9pp | 372.94%-365.3pp |
| Employer contribution / active EE | $14,050 | $5,289+165.6% | $4,320+225.3% | $4,751+195.7% |
| Participant deferral / active EE | $22,595 | $6,710+236.7% | $5,820+288.2% | $6,710+236.7% |
| Admin fee / account holder | $78,955 | $14,007+463.7% | $10,614+643.8% | $11,403+592.4% |