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 8-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 | $322,918 | $148,534+117.4% | $135,903+137.6% | $139,434+131.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.13% | 79.19%-68.1pp | 68.23%-57.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,712 | $5,243-67.4% | $4,856-64.7% | $4,751-64.0% |
| Participant deferral / active EE | $12,274 | $8,100+51.5% | $7,758+58.2% | $6,710+82.9% |
| Admin fee / account holder | $8,912 | $12,400-28.1% | $10,762-17.2% | $11,403-21.8% |