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 | $312,547 | $54,705+471.3% | $71,209+338.9% | $84,808+268.5% |
| Participation rate | 91.8% | 64.1%+27.7pp | 73.8%+18.1pp | 68.3%+23.5pp |
| Annual return | 13.24% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $8,197 | $2,158+279.8% | $2,721+201.2% | $2,631+211.5% |
| Participant deferral / active EE | $8,437 | $3,030+178.4% | $4,175+102.1% | $4,212+100.3% |
| Admin fee / account holder | $32,705 | $4,863+572.5% | $5,349+511.5% | $7,344+345.3% |