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 | $914,784 | $214,378+326.7% | $200,582+356.1% | $142,382+542.5% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 55.63% | 46.41%+9.2pp | 42.33%+13.3pp | 217.08%-161.4pp |
| Employer contribution / active EE | $87 | $6,841-98.7% | $6,419-98.6% | $4,299-98.0% |
| Participant deferral / active EE | $20,323 | $9,865+106.0% | $9,331+117.8% | $6,507+212.3% |
| Admin fee / account holder | $80,769 | $17,692+356.5% | $16,305+395.4% | $12,624+539.8% |