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 | $303,491 | $89,355+239.6% | $141,162+115.0% | $72,985+315.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.77% | 111.85%-96.1pp | 71.39%-55.6pp | 81.00%-65.2pp |
| Employer contribution / active EE | $9,546 | $3,114+206.5% | $4,735+101.6% | $2,440+291.2% |
| Participant deferral / active EE | $7,798 | $5,418+43.9% | $6,709+16.2% | $3,607+116.2% |
| Admin fee / account holder | $45,098 | $5,958+656.9% | $10,261+339.5% | $5,124+780.1% |