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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $960,582 | $185,822+416.9% | $169,993+465.1% | $139,434+588.9% |
| Participation rate | 82.4% | 87.8%-5.4pp | 87.0%-4.6pp | 80.3%+2.0pp |
| Annual return | 21.29% | 60.50%-39.2pp | 53.37%-32.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $17,156 | $7,590+126.0% | $6,785+152.8% | $4,751+261.1% |
| Participant deferral / active EE | $2,800 | $11,622-75.9% | $10,408-73.1% | $6,710-58.3% |
| Admin fee / account holder | $29,522 | $15,381+91.9% | $12,815+130.4% | $11,403+158.9% |