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 | $475,264 | $150,440+215.9% | $136,294+248.7% | $147,584+222.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.96% | 1049.08%-1041.1pp | 5155.94%-5148.0pp | 578.55%-570.6pp |
| Employer contribution / active EE | $8,889 | $5,256+69.1% | $4,695+89.3% | $4,876+82.3% |
| Participant deferral / active EE | $7,524 | $6,630+13.5% | $6,247+20.4% | $5,439+38.3% |
| Admin fee / account holder | $1,512 | $10,905-86.1% | $9,243-83.6% | $10,885-86.1% |