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.)
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 | $182,192 | $137,414+32.6% | $189,513-3.9% | $85,850+112.2% |
| Participation rate | 79.2% | 84.6%-5.4pp | 87.8%-8.6pp | 69.3%+9.9pp |
| Annual return | 20.78% | 38.14%-17.4pp | 555.15%-534.4pp | 318.53%-297.8pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $16,101 | $6,260+157.2% | $8,221+95.9% | $3,952+307.5% |
| Admin fee / account holder | $1,766 | $8,630-79.5% | $12,045-85.3% | $6,260-71.8% |