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 | $571,450 | $110,094+419.1% | $151,611+276.9% | $68,494+734.3% |
| Participation rate | 73.7% | 84.0%-10.3pp | 87.5%-13.8pp | 67.9%+5.8pp |
| Annual return | -3.87% | -10.12%+6.3pp | 3.33%-7.2pp | -7.84%+4.0pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,886 | $6,527+51.5% | $8,363+18.2% | $4,027+145.5% |
| Admin fee / account holder | $6,470 | $7,719-16.2% | $11,616-44.3% | $5,403+19.8% |