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 | $479,750 | $78,672+509.8% | $109,143+339.6% | $85,850+458.8% |
| Participation rate | 96.9% | 68.3%+28.6pp | 75.9%+21.0pp | 69.3%+27.6pp |
| Annual return | 7.94% | 25.09%-17.1pp | 25.75%-17.8pp | 318.53%-310.6pp |
| Employer contribution / active EE | $19,176 | $2,735+601.2% | $3,722+415.2% | $2,565+647.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,995 | $5,469+119.3% | $6,752+77.7% | $6,260+91.6% |