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 | $429,828 | $176,812+143.1% | $146,665+193.1% | $167,490+156.6% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 8.75% | 24.03%-15.3pp | 22.74%-14.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,893 | $5,160-63.3% | $4,136-54.2% | $4,837-60.9% |
| Participant deferral / active EE | $6,058 | $6,440-5.9% | $5,506+10.0% | $6,341-4.5% |
| Admin fee / account holder | $54,324 | $13,259+309.7% | $10,280+428.5% | $12,309+341.3% |