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 | $1,307,590 | $270,399+383.6% | $209,409+524.4% | $357,791+265.5% |
| Participation rate | 88.2% | 83.8%+4.5pp | 80.4%+7.9pp | 85.6%+2.6pp |
| Annual return | 12.76% | 194.89%-182.1pp | 159.49%-146.7pp | 396.79%-384.0pp |
| Employer contribution / active EE | $42,329 | $6,982+506.3% | $5,035+740.7% | $7,508+463.8% |
| Participant deferral / active EE | $3,180 | $4,606-31.0% | $4,230-24.8% | $5,521-42.4% |
| Admin fee / account holder | $5,443 | $18,969-71.3% | $16,474-67.0% | $28,387-80.8% |