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 | $335,949 | $228,332+47.1% | $185,823+80.8% | $158,922+111.4% |
| Participation rate | 95.0% | 82.3%+12.7pp | 78.0%+17.0pp | 82.0%+13.0pp |
| Annual return | -3.32% | 40.80%-44.1pp | 35.95%-39.3pp | 302.83%-306.1pp |
| Employer contribution / active EE | $7,305 | $4,967+47.1% | $4,087+78.7% | $4,761+53.4% |
| Participant deferral / active EE | $28,932 | $6,415+351.0% | $5,632+413.7% | $5,982+383.6% |
| Admin fee / account holder | $15,113 | $11,864+27.4% | $9,500+59.1% | $11,246+34.4% |