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 | $354,732 | $102,317+246.7% | $146,958+141.4% | $80,856+338.7% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.2%-8.5pp | 67.6%+6.0pp |
| Annual return | 10.53% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $4,022 | $3,713+8.3% | $4,933-18.5% | $2,755+46.0% |
| Participant deferral / active EE | $8,085 | $6,644+21.7% | $8,070+0.2% | $4,296+88.2% |
| Admin fee / account holder | $12,785 | $7,941+61.0% | $12,998-1.6% | $6,918+84.8% |