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 6-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 | $21,564 | $104,475-79.4% | $159,436-86.5% | $79,386-72.8% |
| Participation rate | 99.4% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.6pp |
| Annual return | 147.46% | 67.95%+79.5pp | 263.57%-116.1pp | 116.85%+30.6pp |
| Employer contribution / active EE | $3,183 | $3,417-6.8% | $4,829-34.1% | $2,427+31.1% |
| Participant deferral / active EE | $7,021 | $6,467+8.6% | $7,352-4.5% | $4,046+73.6% |
| Admin fee / account holder | $395 | $711-44.4% | $10,799-96.3% | $626-36.9% |