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 | $264,776 | $159,602+65.9% | $150,045+76.5% | $142,382+86.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 12.38% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $19,951 | $4,961+302.2% | $4,693+325.1% | $4,299+364.1% |
| Participant deferral / active EE | $5,638 | $8,310-32.2% | $7,997-29.5% | $6,507-13.4% |
| Admin fee / account holder | $61,384 | $14,846+313.5% | $13,435+356.9% | $12,624+386.3% |