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 | $261,406 | $102,317+155.5% | $146,958+77.9% | $80,856+223.3% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 9.80% | 134.76%-125.0pp | 418.34%-408.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,508 | $3,713-59.4% | $4,933-69.4% | $2,755-45.2% |
| Participant deferral / active EE | $6,385 | $6,644-3.9% | $8,070-20.9% | $4,296+48.6% |
| Admin fee / account holder | $51,842 | $7,941+552.8% | $12,998+298.8% | $6,918+649.4% |