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.)
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 | $256,312 | $93,571+173.9% | $135,903+88.6% | $75,163+241.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 13.67% | 30.90%-17.2pp | 68.23%-54.6pp | 160.62%-146.9pp |
| Employer contribution / active EE | $278 | $3,537-92.1% | $4,856-94.3% | $2,670-89.6% |
| Participant deferral / active EE | $5,710 | $6,404-10.8% | $7,758-26.4% | $4,125+38.4% |
| Admin fee / account holder | $10,505 | $6,975+50.6% | $10,762-2.4% | $5,651+85.9% |