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 | $517,261 | $137,414+276.4% | $189,513+172.9% | $85,850+502.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 5.60% | 38.14%-32.5pp | 555.15%-549.6pp | 318.53%-312.9pp |
| Employer contribution / active EE | $17,710 | $4,344+307.7% | $6,162+187.4% | $2,565+590.4% |
| Participant deferral / active EE | $16,115 | $6,260+157.4% | $8,221+96.0% | $3,952+307.8% |
| Admin fee / account holder | $83,851 | $8,630+871.7% | $12,045+596.2% | $6,260+1239.5% |