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 | $802,282 | $297,529+169.6% | $246,525+225.4% | $357,791+124.2% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 13.61% | -2.25%+15.9pp | 0.46%+13.1pp | 396.79%-383.2pp |
| Employer contribution / active EE | $30,468 | $8,709+249.8% | $7,467+308.1% | $7,508+305.8% |
| Participant deferral / active EE | $0 | $6,076-100.0% | $5,422-100.0% | $5,521-100.0% |
| Admin fee / account holder | $15,188 | $16,212-6.3% | $16,551-8.2% | $28,387-46.5% |