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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,565 | $69,362+40.7% | $101,248-3.6% | $73,488+32.8% |
| Participation rate | 95.0% | 68.4%+26.6pp | 75.8%+19.2pp | 70.7%+24.3pp |
| Annual return | 13.36% | 18.46%-5.1pp | 46.47%-33.1pp | 28.51%-15.1pp |
| Employer contribution / active EE | $13,900 | $2,628+428.9% | $3,660+279.8% | $2,270+512.3% |
| Participant deferral / active EE | $643 | $3,300-80.5% | $4,370-85.3% | $3,740-82.8% |
| Admin fee / account holder | $14,371 | $704+1942.6% | $5,945+141.7% | $513+2701.0% |