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 | $443,263 | $150,440+194.6% | $136,294+225.2% | $147,584+200.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.06% | 1049.08%-1046.0pp | 5155.94%-5152.9pp | 578.55%-575.5pp |
| Employer contribution / active EE | $5,933 | $5,256+12.9% | $4,695+26.4% | $4,876+21.7% |
| Participant deferral / active EE | $7,858 | $6,630+18.5% | $6,247+25.8% | $5,439+44.5% |
| Admin fee / account holder | $1,403 | $10,905-87.1% | $9,243-84.8% | $10,885-87.1% |