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 | $386,036 | $109,881+251.3% | $150,045+157.3% | $84,808+355.2% |
| Participation rate | 88.7% | 76.1%+12.6pp | 82.3%+6.4pp | 68.3%+20.4pp |
| Annual return | 14.16% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $17,008 | $6,636+156.3% | $7,997+112.7% | $4,212+303.8% |
| Admin fee / account holder | $37,254 | $8,568+334.8% | $13,435+177.3% | $7,344+407.3% |