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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,537 | $87,841+239.9% | $133,980+122.8% | $62,891+374.7% |
| Participation rate | 98.9% | 83.4%+15.6pp | 87.1%+11.9pp | 69.3%+29.6pp |
| Annual return | 31.71% | 12.05%+19.7pp | 29.30%+2.4pp | 20.14%+11.6pp |
| Employer contribution / active EE | $1,868 | $3,483-46.4% | $5,211-64.2% | $2,281-18.1% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,849 | $5,371-65.6% | $9,324-80.2% | $4,296-57.0% |