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 | $251,278 | $93,571+168.5% | $135,903+84.9% | $75,163+234.3% |
| Participation rate | 85.1% | 75.2%+9.9pp | 81.9%+3.2pp | 67.2%+17.9pp |
| Annual return | 14.04% | 30.90%-16.9pp | 68.23%-54.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,933 | $3,537-45.3% | $4,856-60.2% | $2,670-27.6% |
| Participant deferral / active EE | $6,497 | $6,404+1.4% | $7,758-16.3% | $4,125+57.5% |
| Admin fee / account holder | $931 | $6,975-86.6% | $10,762-91.3% | $5,651-83.5% |