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 | $294,357 | $165,335+78.0% | $149,696+96.6% | $158,922+85.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 6.26% | 348.15%-341.9pp | 276.60%-270.3pp | 302.83%-296.6pp |
| Employer contribution / active EE | $1,129 | $5,103-77.9% | $4,644-75.7% | $4,761-76.3% |
| Participant deferral / active EE | $6,381 | $7,181-11.1% | $6,842-6.7% | $5,982+6.7% |
| Admin fee / account holder | $41,683 | $10,807+285.7% | $9,309+347.8% | $11,246+270.7% |