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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $482,580 | $176,056+174.1% | $159,436+202.7% | $167,490+188.1% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 16.72% | 331.75%-315.0pp | 263.57%-246.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $554 | $5,297-89.5% | $4,829-88.5% | $4,837-88.5% |
| Participant deferral / active EE | $9,450 | $7,750+21.9% | $7,352+28.5% | $6,341+49.0% |
| Admin fee / account holder | $1,767 | $12,554-85.9% | $10,799-83.6% | $12,309-85.6% |