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 9-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 | $293,594 | $159,602+84.0% | $150,045+95.7% | $142,382+106.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 7.31% | 70.24%-62.9pp | 62.55%-55.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $23,843 | $4,961+380.6% | $4,693+408.0% | $4,299+454.6% |
| Participant deferral / active EE | $6,124 | $8,310-26.3% | $7,997-23.4% | $6,507-5.9% |
| Admin fee / account holder | $177,160 | $14,846+1093.3% | $13,435+1218.7% | $12,624+1303.4% |