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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,018 | $89,753+19.2% | $107,525-0.5% | $84,808+26.2% |
| Participation rate | 90.2% | 68.1%+22.1pp | 75.1%+15.1pp | 68.3%+21.9pp |
| Annual return | 16.81% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $11,818 | $3,113+279.6% | $3,754+214.8% | $2,631+349.2% |
| Participant deferral / active EE | $1,363 | $4,056-66.4% | $5,116-73.4% | $4,212-67.6% |
| Admin fee / account holder | $9,215 | $7,222+27.6% | $8,919+3.3% | $7,344+25.5% |