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 6-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 | $322,834 | $88,751+263.8% | $81,812+294.6% | $145,922+121.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 6.11% | 1025.40%-1019.3pp | 773.79%-767.7pp | 561.29%-555.2pp |
| Employer contribution / active EE | $642 | $3,083-79.2% | $2,912-77.9% | $4,660-86.2% |
| Participant deferral / active EE | $6,900 | $4,643+48.6% | $4,319+59.8% | $6,688+3.2% |
| Admin fee / account holder | $3,662 | $8,415-56.5% | $7,386-50.4% | $13,397-72.7% |