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 | $390,308 | $89,355+336.8% | $141,162+176.5% | $72,985+434.8% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.5%+8.2pp | 69.5%+21.2pp |
| Annual return | 21.21% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $441 | $3,114-85.9% | $4,735-90.7% | $2,440-81.9% |
| Participant deferral / active EE | $10,381 | $5,418+91.6% | $6,709+54.7% | $3,607+187.8% |
| Admin fee / account holder | $4,878 | $5,958-18.1% | $10,261-52.5% | $5,124-4.8% |