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 | $302,769 | $85,766+253.0% | $136,294+122.1% | $70,131+331.7% |
| Participation rate | 98.7% | 74.2%+24.5pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 14.03% | 31.45%-17.4pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $7,709 | $2,966+159.9% | $4,695+64.2% | $2,342+229.1% |
| Participant deferral / active EE | $6,471 | $5,051+28.1% | $6,247+3.6% | $3,332+94.2% |
| Admin fee / account holder | $8,714 | $5,420+60.8% | $9,243-5.7% | $4,645+87.6% |