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 | $367,147 | $181,894+101.8% | $156,549+134.5% | $273,961+34.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.74% | 30.74%-28.0pp | 32.23%-29.5pp | 41.45%-38.7pp |
| Employer contribution / active EE | $4,860 | $6,248-22.2% | $5,501-11.7% | $4,869-0.2% |
| Participant deferral / active EE | $7,500 | $5,550+35.1% | $4,871+54.0% | $5,287+41.9% |
| Admin fee / account holder | $5,202 | $15,559-66.6% | $13,027-60.1% | $10,132-48.7% |