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 | $371,589 | $159,602+132.8% | $150,045+147.7% | $142,382+161.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.86% | 70.24%-64.4pp | 62.55%-56.7pp | 217.08%-211.2pp |
| Employer contribution / active EE | $15,082 | $4,961+204.0% | $4,693+221.4% | $4,299+250.8% |
| Participant deferral / active EE | $7,624 | $8,310-8.3% | $7,997-4.7% | $6,507+17.2% |
| Admin fee / account holder | $1,615 | $14,846-89.1% | $13,435-88.0% | $12,624-87.2% |