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 | $217,540 | $109,413+98.8% | $156,263+39.2% | $84,808+156.5% |
| Participation rate | 94.4% | 72.7%+21.8pp | 78.9%+15.5pp | 68.3%+26.1pp |
| Annual return | 62.55% | 20.18%+42.4pp | 59.47%+3.1pp | 40.90%+21.7pp |
| Employer contribution / active EE | $24,071 | $2,907+728.1% | $4,333+455.5% | $2,631+814.9% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $13,405 | $9,357+43.3% | $14,255-6.0% | $7,344+82.5% |