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 | $277,643 | $109,881+152.7% | $150,045+85.0% | $84,808+227.4% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 12.73% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,123 | $3,561-12.3% | $4,693-33.4% | $2,631+18.7% |
| Participant deferral / active EE | $9,772 | $6,636+47.3% | $7,997+22.2% | $4,212+132.0% |
| Admin fee / account holder | $74,431 | $8,568+768.7% | $13,435+454.0% | $7,344+913.5% |