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 7-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 | $254,275 | $106,584+138.6% | $101,326+150.9% | $142,382+78.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.43% | 36.93%-25.5pp | 36.82%-25.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $18,844 | $3,956+376.3% | $3,665+414.1% | $4,299+338.3% |
| Participant deferral / active EE | $7,325 | $8,297-11.7% | $7,994-8.4% | $6,507+12.6% |
| Admin fee / account holder | $1,988 | $11,446-82.6% | $11,185-82.2% | $12,624-84.3% |