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 | $1,075,135 | $159,602+573.6% | $150,045+616.5% | $142,382+655.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 1.91% | 70.24%-68.3pp | 62.55%-60.6pp | 217.08%-215.2pp |
| Employer contribution / active EE | $1,095 | $4,961-77.9% | $4,693-76.7% | $4,299-74.5% |
| Participant deferral / active EE | $6,419 | $8,310-22.8% | $7,997-19.7% | $6,507-1.4% |
| Admin fee / account holder | $3,280 | $14,846-77.9% | $13,435-75.6% | $12,624-74.0% |