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 | $377,291 | $154,117+144.8% | $129,995+190.2% | $139,434+170.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 3.83% | 32.48%-28.6pp | -137.18%+141.0pp | 372.94%-369.1pp |
| Employer contribution / active EE | $1,253 | $5,289-76.3% | $4,320-71.0% | $4,751-73.6% |
| Participant deferral / active EE | $2,077 | $6,710-69.1% | $5,820-64.3% | $6,710-69.1% |
| Admin fee / account holder | $494 | $14,007-96.5% | $10,614-95.3% | $11,403-95.7% |