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 | $362,951 | $148,534+144.4% | $135,903+167.1% | $139,434+160.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.36% | 79.19%-72.8pp | 68.23%-61.9pp | 372.94%-366.6pp |
| Employer contribution / active EE | $15,723 | $5,243+199.9% | $4,856+223.8% | $4,751+231.0% |
| Participant deferral / active EE | $9,000 | $8,100+11.1% | $7,758+16.0% | $6,710+34.1% |
| Admin fee / account holder | $11,640 | $12,400-6.1% | $10,762+8.2% | $11,403+2.1% |