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.
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 | $56,903 | $89,355-36.3% | $141,162-59.7% | $72,985-22.0% |
| Participation rate | 99.0% | 75.1%+23.9pp | 82.5%+16.5pp | 69.5%+29.5pp |
| Annual return | 24.57% | 111.85%-87.3pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,801 | $3,114+22.1% | $4,735-19.7% | $2,440+55.8% |
| Participant deferral / active EE | $8,359 | $5,418+54.3% | $6,709+24.6% | $3,607+131.7% |
| Admin fee / account holder | $1,568 | $5,958-73.7% | $10,261-84.7% | $5,124-69.4% |