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 | $294,321 | $109,413+169.0% | $156,263+88.3% | $84,808+247.0% |
| Participation rate | 94.7% | 72.7%+22.0pp | 78.9%+15.8pp | 68.3%+26.4pp |
| Annual return | 10.89% | 20.18%-9.3pp | 59.47%-48.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $4,389 | $2,907+51.0% | $4,333+1.3% | $2,631+66.8% |
| Participant deferral / active EE | $9,845 | $4,590+114.5% | $6,158+59.9% | $4,212+133.8% |
| Admin fee / account holder | $6,706 | $9,357-28.3% | $14,255-53.0% | $7,344-8.7% |