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 | $45,859 | $89,355-48.7% | $141,162-67.5% | $72,985-37.2% |
| Participation rate | 78.7% | 75.1%+3.5pp | 82.5%-3.8pp | 69.5%+9.2pp |
| Annual return | 32.14% | 111.85%-79.7pp | 71.39%-39.3pp | 81.00%-48.9pp |
| Employer contribution / active EE | $2,927 | $3,114-6.0% | $4,735-38.2% | $2,440+20.0% |
| Participant deferral / active EE | $6,215 | $5,418+14.7% | $6,709-7.4% | $3,607+72.3% |
| Admin fee / account holder | $1,555 | $5,958-73.9% | $10,261-84.8% | $5,124-69.7% |