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 | $629,031 | $179,726+250.0% | $156,263+302.5% | $142,382+341.8% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 10.27% | 77.86%-67.6pp | 59.47%-49.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $290 | $5,069-94.3% | $4,333-93.3% | $4,299-93.3% |
| Participant deferral / active EE | $2,684 | $6,956-61.4% | $6,158-56.4% | $6,507-58.7% |
| Admin fee / account holder | $48,610 | $17,272+181.4% | $14,255+241.0% | $12,624+285.1% |