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 | $414,206 | $85,766+383.0% | $136,294+203.9% | $70,131+490.6% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 13.25% | 31.45%-18.2pp | 5155.94%-5142.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $7,095 | $2,966+139.2% | $4,695+51.1% | $2,342+202.9% |
| Participant deferral / active EE | $9,253 | $5,051+83.2% | $6,247+48.1% | $3,332+177.7% |
| Admin fee / account holder | $50,172 | $5,420+825.6% | $9,243+442.8% | $4,645+980.1% |