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 | $573,144 | $214,378+167.4% | $200,582+185.7% | $142,382+302.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.32% | 46.41%-43.1pp | 42.33%-39.0pp | 217.08%-213.8pp |
| Employer contribution / active EE | $10,019 | $6,841+46.4% | $6,419+56.1% | $4,299+133.0% |
| Participant deferral / active EE | $8,531 | $9,865-13.5% | $9,331-8.6% | $6,507+31.1% |
| Admin fee / account holder | $20,000 | $17,692+13.0% | $16,305+22.7% | $12,624+58.4% |