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 | $266,505 | $109,359+143.7% | $162,163+64.3% | $72,985+265.2% |
| Participation rate | 84.0% | 84.3%-0.3pp | 87.6%-3.6pp | 69.5%+14.5pp |
| Annual return | 18.61% | 25.46%-6.8pp | 115.59%-97.0pp | 81.00%-62.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,635 | $5,481+57.5% | $7,298+18.3% | $3,607+139.4% |
| Admin fee / account holder | $53,763 | $7,972+574.4% | $10,843+395.9% | $5,124+949.2% |