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 | $281,743 | $137,414+105.0% | $189,513+48.7% | $85,850+228.2% |
| Participation rate | 94.0% | 84.6%+9.4pp | 87.8%+6.2pp | 69.3%+24.7pp |
| Annual return | 11.55% | 38.14%-26.6pp | 555.15%-543.6pp | 318.53%-307.0pp |
| Employer contribution / active EE | $10,613 | $4,344+144.3% | $6,162+72.2% | $2,565+313.8% |
| Participant deferral / active EE | $10,513 | $6,260+67.9% | $8,221+27.9% | $3,952+166.0% |
| Admin fee / account holder | $40,018 | $8,630+363.7% | $12,045+232.2% | $6,260+539.3% |