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.
Participant 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.)
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 | $334,163 | $159,602+109.4% | $150,045+122.7% | $142,382+134.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.85% | 70.24%-63.4pp | 62.55%-55.7pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,515 | $4,961-69.5% | $4,693-67.7% | $4,299-64.8% |
| Participant deferral / active EE | $1,449 | $8,310-82.6% | $7,997-81.9% | $6,507-77.7% |
| Admin fee / account holder | $12,545 | $14,846-15.5% | $13,435-6.6% | $12,624-0.6% |