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 | $646,883 | $214,378+201.7% | $200,582+222.5% | $142,382+354.3% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 10.86% | 46.41%-35.5pp | 42.33%-31.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $7,729 | $6,841+13.0% | $6,419+20.4% | $4,299+79.8% |
| Participant deferral / active EE | $17,958 | $9,865+82.0% | $9,331+92.5% | $6,507+176.0% |
| Admin fee / account holder | $5,274 | $17,692-70.2% | $16,305-67.7% | $12,624-58.2% |