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 8-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.)
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 | $34,870 | $81,460-57.2% | $103,333-66.3% | $80,856-56.9% |
| Participation rate | 90.2% | 66.8%+23.4pp | 74.5%+15.7pp | 67.6%+22.6pp |
| Annual return | 15.03% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,305 | $3,105+38.6% | $3,868+11.3% | $2,755+56.3% |
| Participant deferral / active EE | $5,656 | $3,869+46.2% | $5,057+11.8% | $4,296+31.7% |
| Admin fee / account holder | $307 | $6,566-95.3% | $8,355-96.3% | $6,918-95.6% |