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 | $318,116 | $77,899+308.4% | $149,673+112.5% | $75,163+323.2% |
| Participation rate | 91.9% | 65.6%+26.3pp | 78.8%+13.1pp | 67.2%+24.7pp |
| Annual return | 13.12% | 31.72%-18.6pp | 134.42%-121.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $20,273 | $3,137+546.2% | $4,818+320.8% | $2,670+659.3% |
| Participant deferral / active EE | $11,883 | $3,411+248.4% | $5,680+109.2% | $4,125+188.1% |
| Admin fee / account holder | $63,367 | $5,956+963.9% | $13,210+379.7% | $5,651+1021.4% |