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 | $883,303 | $175,202+404.2% | $149,673+490.2% | $139,434+533.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.30% | 166.71%-136.4pp | 134.42%-104.1pp | 372.94%-342.6pp |
| Employer contribution / active EE | $1,450 | $5,474-73.5% | $4,818-69.9% | $4,751-69.5% |
| Participant deferral / active EE | $1,826 | $6,519-72.0% | $5,680-67.9% | $6,710-72.8% |
| Admin fee / account holder | $11,916 | $16,150-26.2% | $13,210-9.8% | $11,403+4.5% |