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 6-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 | $378,393 | $123,793+205.7% | $177,821+112.8% | $79,858+373.8% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 18.16% | 22.82%-4.7pp | 48.32%-30.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $12,074 | $4,095+194.8% | $5,918+104.0% | $2,471+388.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $19,371 | $7,243+167.5% | $12,427+55.9% | $5,306+265.1% |