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 | $351,419 | $91,538+283.9% | $129,995+170.3% | $75,163+367.5% |
| Participation rate | 88.5% | 71.4%+17.0pp | 78.5%+10.0pp | 67.2%+21.3pp |
| Annual return | 17.62% | -631.11%+648.7pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $683 | $2,845-76.0% | $4,320-84.2% | $2,670-74.4% |
| Participant deferral / active EE | $7,842 | $4,341+80.7% | $5,820+34.7% | $4,125+90.1% |
| Admin fee / account holder | $11,345 | $6,790+67.1% | $10,614+6.9% | $5,651+100.8% |