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.)
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 | $41,851 | $125,758-66.7% | $169,993-75.4% | $75,163-44.3% |
| Participation rate | 90.1% | 83.6%+6.5pp | 87.0%+3.1pp | 67.2%+22.9pp |
| Annual return | 25.99% | 27.20%-1.2pp | 53.37%-27.4pp | 160.62%-134.6pp |
| Employer contribution / active EE | $3,145 | $4,615-31.8% | $6,785-53.6% | $2,670+17.8% |
| Participant deferral / active EE | $5,292 | $6,837-22.6% | $10,408-49.1% | $4,125+28.3% |
| Admin fee / account holder | $5,225 | $8,173-36.1% | $12,815-59.2% | $5,651-7.5% |