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 | $512,207 | $114,381+347.8% | $107,525+376.4% | $142,382+259.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 10.96% | 242.71%-231.7pp | 181.32%-170.4pp | 217.08%-206.1pp |
| Employer contribution / active EE | $24,025 | $4,015+498.4% | $3,754+540.1% | $4,299+458.8% |
| Participant deferral / active EE | $6,141 | $5,564+10.4% | $5,116+20.0% | $6,507-5.6% |
| Admin fee / account holder | $2,997 | $9,860-69.6% | $8,919-66.4% | $12,624-76.3% |