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 | $664,025 | $149,734+343.5% | $118,925+458.4% | $158,922+317.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.07% | 19.95%-15.9pp | 35.88%-31.8pp | 302.83%-298.8pp |
| Employer contribution / active EE | $17,105 | $4,115+315.7% | $3,263+424.3% | $4,761+259.3% |
| Participant deferral / active EE | $9,696 | $5,223+85.6% | $4,265+127.3% | $5,982+62.1% |
| Admin fee / account holder | $4,466 | $8,603-48.1% | $6,581-32.1% | $11,246-60.3% |