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 | $58,247 | $109,359-46.7% | $162,163-64.1% | $72,985-20.2% |
| Participation rate | 86.5% | 84.3%+2.2pp | 87.6%-1.1pp | 69.5%+17.0pp |
| Annual return | 25.21% | 25.46%-0.3pp | 115.59%-90.4pp | 81.00%-55.8pp |
| Employer contribution / active EE | $2,258 | $3,907-42.2% | $5,614-59.8% | $2,440-7.5% |
| Participant deferral / active EE | $5,777 | $5,481+5.4% | $7,298-20.8% | $3,607+60.1% |
| Admin fee / account holder | $3,023 | $7,972-62.1% | $10,843-72.1% | $5,124-41.0% |