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 | $330,695 | $89,355+270.1% | $141,162+134.3% | $72,985+353.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 17.05% | 111.85%-94.8pp | 71.39%-54.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $3,343 | $3,114+7.3% | $4,735-29.4% | $2,440+37.0% |
| Participant deferral / active EE | $7,472 | $5,418+37.9% | $6,709+11.4% | $3,607+107.1% |
| Admin fee / account holder | $16,982 | $5,958+185.0% | $10,261+65.5% | $5,124+231.4% |