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 | $453,707 | $179,726+152.4% | $156,263+190.3% | $142,382+218.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 9.57% | 77.86%-68.3pp | 59.47%-49.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $4,979 | $5,069-1.8% | $4,333+14.9% | $4,299+15.8% |
| Participant deferral / active EE | $10,933 | $6,956+57.2% | $6,158+77.5% | $6,507+68.0% |
| Admin fee / account holder | $114,776 | $17,272+564.5% | $14,255+705.2% | $12,624+809.2% |