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 | $271,060 | $91,552+196.1% | $133,956+102.4% | $79,858+239.4% |
| Participation rate | 83.7% | 73.3%+10.4pp | 79.8%+3.9pp | 69.6%+14.1pp |
| Annual return | 9.16% | 61.85%-52.7pp | 45.09%-35.9pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,411 | $2,384+1.2% | $3,919-38.5% | $2,471-2.4% |
| Participant deferral / active EE | $7,079 | $3,733+89.6% | $5,048+40.2% | $3,740+89.3% |
| Admin fee / account holder | $16,303 | $6,321+157.9% | $8,927+82.6% | $5,306+207.2% |