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 | $260,492 | $228,332+14.1% | $185,823+40.2% | $158,922+63.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.04% | 40.80%-36.8pp | 35.95%-31.9pp | 302.83%-298.8pp |
| Employer contribution / active EE | $4,531 | $4,967-8.8% | $4,087+10.9% | $4,761-4.8% |
| Participant deferral / active EE | $4,645 | $6,415-27.6% | $5,632-17.5% | $5,982-22.4% |
| Admin fee / account holder | $13,815 | $11,864+16.4% | $9,500+45.4% | $11,246+22.8% |