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 | $257,416 | $74,927+243.6% | $101,794+152.9% | $84,808+203.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 11.62% | 18.70%-7.1pp | 30.53%-18.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $5,309 | $1,522+248.8% | $2,289+131.9% | $2,631+101.8% |
| Participant deferral / active EE | $5,119 | $3,099+65.2% | $4,084+25.3% | $4,212+21.5% |
| Admin fee / account holder | $11,321 | $6,514+73.8% | $8,777+29.0% | $7,344+54.2% |