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 | $125,598 | $98,750+27.2% | $149,696-16.1% | $79,858+57.3% |
| Participation rate | 98.7% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | 27.91% | 27.43%+0.5pp | 276.60%-248.7pp | 31.71%-3.8pp |
| Employer contribution / active EE | $6,807 | $3,216+111.6% | $4,644+46.6% | $2,471+175.5% |
| Participant deferral / active EE | $2,307 | $5,680-59.4% | $6,842-66.3% | $3,740-38.3% |
| Admin fee / account holder | $2,422 | $6,053-60.0% | $9,309-74.0% | $5,306-54.4% |