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 | $252,122 | $54,705+360.9% | $71,209+254.1% | $84,808+197.3% |
| Participation rate | 82.8% | 64.1%+18.7pp | 73.8%+9.0pp | 68.3%+14.4pp |
| Annual return | 9.93% | 35.90%-26.0pp | 282.51%-272.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $3,986 | $2,158+84.7% | $2,721+46.5% | $2,631+51.5% |
| Participant deferral / active EE | $7,580 | $3,030+150.1% | $4,175+81.5% | $4,212+80.0% |
| Admin fee / account holder | $2,216 | $4,863-54.4% | $5,349-58.6% | $7,344-69.8% |