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 | $352,282 | $124,319+183.4% | $111,297+216.5% | $167,490+110.3% |
| Participation rate | 84.6% | 79.6%+5.0pp | 77.3%+7.3pp | 82.1%+2.5pp |
| Annual return | 2.11% | 37.44%-35.3pp | 54.65%-52.5pp | 478.56%-476.5pp |
| Employer contribution / active EE | $3,565 | $3,435+3.8% | $2,731+30.5% | $4,837-26.3% |
| Participant deferral / active EE | $10,722 | $5,180+107.0% | $4,487+138.9% | $6,341+69.1% |
| Admin fee / account holder | $4,199 | $10,618-60.5% | $7,964-47.3% | $12,309-65.9% |