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 | $314,510 | $102,317+207.4% | $146,958+114.0% | $80,856+289.0% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 11.81% | 134.76%-123.0pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $14,206 | $3,713+282.6% | $4,933+188.0% | $2,755+415.7% |
| Participant deferral / active EE | $15,842 | $6,644+138.5% | $8,070+96.3% | $4,296+268.8% |
| Admin fee / account holder | $43,786 | $7,941+451.4% | $12,998+236.9% | $6,918+532.9% |