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 | $294,004 | $150,187+95.8% | $120,354+144.3% | $145,922+101.5% |
| Participation rate | 84.6% | 78.8%+5.9pp | 71.9%+12.7pp | 80.3%+4.3pp |
| Annual return | 17.22% | 154.07%-136.8pp | 107.15%-89.9pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,871 | $4,348-34.0% | $3,463-17.1% | $4,660-38.4% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $37,265 | $12,207+205.3% | $9,423+295.5% | $13,397+178.2% |