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 | $570,106 | $297,529+91.6% | $246,525+131.3% | $357,791+59.3% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 15.22% | -2.25%+17.5pp | 0.46%+14.8pp | 396.79%-381.6pp |
| Employer contribution / active EE | $15,714 | $8,709+80.4% | $7,467+110.5% | $7,508+109.3% |
| Participant deferral / active EE | $2,429 | $6,076-60.0% | $5,422-55.2% | $5,521-56.0% |
| Admin fee / account holder | $3,512 | $16,212-78.3% | $16,551-78.8% | $28,387-87.6% |