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.
Employer 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 | $158,074 | $80,968+95.2% | $96,544+63.7% | $75,163+110.3% |
| Participation rate | 93.3% | 71.8%+21.5pp | 76.0%+17.3pp | 67.2%+26.1pp |
| Annual return | 16.66% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,465 | $3,928+90.1% | $4,851+53.9% | $4,125+81.0% |
| Admin fee / account holder | $9,860 | $6,724+46.6% | $8,252+19.5% | $5,651+74.5% |