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 | $316,856 | $159,602+98.5% | $150,045+111.2% | $142,382+122.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.37% | 70.24%-63.9pp | 62.55%-56.2pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,765 | $4,961-64.4% | $4,693-62.4% | $4,299-59.0% |
| Participant deferral / active EE | $3,690 | $8,310-55.6% | $7,997-53.9% | $6,507-43.3% |
| Admin fee / account holder | $1,699 | $14,846-88.6% | $13,435-87.4% | $12,624-86.5% |