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 | $29,032 | $88,634-67.2% | $101,326-71.3% | $74,304-60.9% |
| Participation rate | 89.6% | 76.9%+12.8pp | 81.5%+8.1pp | 60.3%+29.3pp |
| Annual return | 113.54% | 33.10%+80.4pp | 36.82%+76.7pp | 29.43%+84.1pp |
| Employer contribution / active EE | $4,317 | $2,930+47.3% | $3,665+17.8% | $2,241+92.6% |
| Participant deferral / active EE | $9,711 | $7,322+32.6% | $7,994+21.5% | $3,767+157.8% |
| Admin fee / account holder | $2,682 | $2,425+10.6% | $11,185-76.0% | $2,969-9.7% |