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 | $391,180 | $78,705+397.0% | $117,854+231.9% | $70,131+457.8% |
| Participation rate | 95.2% | 73.2%+22.0pp | 79.7%+15.5pp | 69.5%+25.6pp |
| Annual return | 11.19% | 23.30%-12.1pp | 335.08%-323.9pp | 73.14%-61.9pp |
| Employer contribution / active EE | $8,051 | $2,223+262.1% | $3,786+112.6% | $2,342+243.7% |
| Participant deferral / active EE | $5,926 | $3,297+79.7% | $4,482+32.2% | $3,332+77.9% |
| Admin fee / account holder | $35,994 | $5,065+610.6% | $8,020+348.8% | $4,645+674.8% |