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 | $262,098 | $103,376+153.5% | $87,100+200.9% | $152,861+71.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 5.35% | 28.10%-22.7pp | 28.19%-22.8pp | 345.32%-340.0pp |
| Employer contribution / active EE | $4,596 | $3,220+42.7% | $2,521+82.3% | $4,762-3.5% |
| Participant deferral / active EE | $13,211 | $4,778+176.5% | $4,049+226.3% | $5,850+125.8% |
| Admin fee / account holder | $7,097 | $12,205-41.9% | $7,497-5.3% | $11,596-38.8% |