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 | $278,236 | $181,894+53.0% | $156,549+77.7% | $273,961+1.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.69% | 30.74%-25.1pp | 32.23%-26.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $538 | $6,248-91.4% | $5,501-90.2% | $4,869-89.0% |
| Participant deferral / active EE | $5,102 | $5,550-8.1% | $4,871+4.7% | $5,287-3.5% |
| Admin fee / account holder | $12,832 | $15,559-17.5% | $13,027-1.5% | $10,132+26.6% |