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 9-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 | $361,906 | $160,055+126.1% | $140,016+158.5% | $135,375+167.3% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | 7.67% | 911.38%-903.7pp | 651.12%-643.5pp | 519.73%-512.1pp |
| Employer contribution / active EE | $585 | $6,420-90.9% | $5,606-89.6% | $4,779-87.8% |
| Participant deferral / active EE | $6,768 | $7,642-11.4% | $6,927-2.3% | $5,609+20.7% |
| Admin fee / account holder | $2,221 | $13,328-83.3% | $10,705-79.3% | $10,827-79.5% |