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 8-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,842 | $104,475-81.0% | $159,436-87.6% | $79,386-75.0% |
| Participation rate | 92.8% | 76.6%+16.2pp | 82.8%+10.0pp | 70.7%+22.1pp |
| Annual return | 107.28% | 67.95%+39.3pp | 263.57%-156.3pp | 116.85%-9.6pp |
| Employer contribution / active EE | $2,369 | $3,417-30.7% | $4,829-50.9% | $2,427-2.4% |
| Participant deferral / active EE | $5,452 | $6,467-15.7% | $7,352-25.8% | $4,046+34.8% |
| Admin fee / account holder | $439 | $711-38.3% | $10,799-95.9% | $626-30.0% |