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 8-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 | $280,036 | $162,781+72.0% | $133,956+109.1% | $158,922+76.2% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 10.89% | 41.94%-31.1pp | 45.09%-34.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,222 | $5,911+22.2% | $5,048+43.1% | $5,982+20.7% |
| Admin fee / account holder | $2,112 | $11,736-82.0% | $8,927-76.3% | $11,246-81.2% |