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 | $52,293 | $100,923-48.2% | $150,045-65.1% | $74,304-29.6% |
| Participation rate | 91.8% | 70.1%+21.7pp | 82.3%+9.5pp | 60.3%+31.5pp |
| Annual return | 14.76% | 51.77%-37.0pp | 62.55%-47.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,953 | $3,463-43.6% | $4,693-58.4% | $2,241-12.9% |
| Participant deferral / active EE | $3,790 | $6,709-43.5% | $7,997-52.6% | $3,767+0.6% |
| Admin fee / account holder | $551 | $2,767-80.1% | $13,435-95.9% | $2,969-81.4% |