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 | $493,347 | $150,440+227.9% | $136,294+262.0% | $147,584+234.3% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 10.30% | 1049.08%-1038.8pp | 5155.94%-5145.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $8,523 | $5,256+62.2% | $4,695+81.5% | $4,876+74.8% |
| Participant deferral / active EE | $9,791 | $6,630+47.7% | $6,247+56.7% | $5,439+80.0% |
| Admin fee / account holder | $62,571 | $10,905+473.8% | $9,243+576.9% | $10,885+474.8% |