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 | $278,812 | $209,411+33.1% | $178,490+56.2% | $158,922+75.4% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 5.29% | 188.75%-183.5pp | 151.07%-145.8pp | 302.83%-297.5pp |
| Employer contribution / active EE | $7,545 | $5,706+32.2% | $5,011+50.6% | $4,761+58.5% |
| Participant deferral / active EE | $5,693 | $5,954-4.4% | $5,202+9.4% | $5,982-4.8% |
| Admin fee / account holder | $5,758 | $17,074-66.3% | $13,984-58.8% | $11,246-48.8% |