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 9-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 | $270,192 | $177,572+52.2% | $154,803+74.5% | $142,382+89.8% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 7.06% | 65.07%-58.0pp | 58.88%-51.8pp | 217.08%-210.0pp |
| Employer contribution / active EE | $14,964 | $4,810+211.1% | $4,305+247.6% | $4,299+248.1% |
| Participant deferral / active EE | $3,545 | $6,272-43.5% | $5,540-36.0% | $6,507-45.5% |
| Admin fee / account holder | $81,194 | $16,786+383.7% | $14,329+466.6% | $12,624+543.2% |