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 | $6,353,980 | $183,963+3353.9% | $162,163+3818.3% | $152,861+4056.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.99% | 150.76%-143.8pp | 115.59%-108.6pp | 345.32%-338.3pp |
| Employer contribution / active EE | $39,012 | $6,371+512.4% | $5,614+594.9% | $4,762+719.2% |
| Participant deferral / active EE | $1,700 | $8,034-78.8% | $7,298-76.7% | $5,850-70.9% |
| Admin fee / account holder | $382,654 | $13,121+2816.2% | $10,843+3429.2% | $11,596+3199.8% |