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 | $300,395 | $109,881+173.4% | $150,045+100.2% | $84,808+254.2% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 11.39% | 28.25%-16.9pp | 62.55%-51.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $7,065 | $3,561+98.4% | $4,693+50.5% | $2,631+168.5% |
| Participant deferral / active EE | $8,059 | $6,636+21.5% | $7,997+0.8% | $4,212+91.4% |
| Admin fee / account holder | $19,132 | $8,568+123.3% | $13,435+42.4% | $7,344+160.5% |