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 | $472,786 | $77,503+510.0% | $100,391+370.9% | $80,856+484.7% |
| Participation rate | 73.0% | 76.9%-4.0pp | 81.5%-8.5pp | 67.6%+5.3pp |
| Annual return | 21.46% | 37.20%-15.7pp | 49.20%-27.7pp | 35.59%-14.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,091 | $6,820+62.6% | $8,082+37.2% | $4,296+158.2% |
| Admin fee / account holder | $7,454 | $5,897+26.4% | $7,899-5.6% | $6,918+7.7% |