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 | $695,780 | $80,717+762.0% | $154,803+349.5% | $84,808+720.4% |
| Participation rate | 95.2% | 66.8%+28.4pp | 78.1%+17.2pp | 68.3%+26.9pp |
| Annual return | 11.88% | 37.96%-26.1pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $13,768 | $2,761+398.6% | $4,305+219.8% | $2,631+423.3% |
| Participant deferral / active EE | $11,796 | $3,303+257.1% | $5,540+112.9% | $4,212+180.1% |
| Admin fee / account holder | $3,301 | $6,746-51.1% | $14,329-77.0% | $7,344-55.0% |