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 | $322,115 | $107,452+199.8% | $91,541+251.9% | $142,382+126.2% |
| Participation rate | 70.6% | 75.1%-4.5pp | 69.8%+0.8pp | 80.1%-9.5pp |
| Annual return | 7.25% | 22.06%-14.8pp | 20.50%-13.3pp | 217.08%-209.8pp |
| Employer contribution / active EE | $4,844 | $2,994+61.8% | $2,505+93.4% | $4,299+12.7% |
| Participant deferral / active EE | $8,522 | $4,754+79.3% | $4,008+112.6% | $6,507+31.0% |
| Admin fee / account holder | $108,856 | $8,834+1132.2% | $6,956+1464.8% | $12,624+762.3% |