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 9-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 | $35,831 | $79,013-54.7% | $100,391-64.3% | $74,495-51.9% |
| Participation rate | 84.7% | 79.5%+5.2pp | 81.5%+3.2pp | 67.2%+17.5pp |
| Annual return | 25.19% | 20.41%+4.8pp | 49.20%-24.0pp | 1364.94%-1339.8pp |
| Employer contribution / active EE | $3,889 | $3,021+28.7% | $3,942-1.3% | $2,623+48.3% |
| Participant deferral / active EE | $6,476 | $7,760-16.6% | $8,082-19.9% | $4,346+49.0% |
| Admin fee / account holder | $3,329 | $1,320+152.2% | $7,899-57.9% | $1,942+71.4% |