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 6-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 | $57,091 | $95,803-40.4% | $113,168-49.6% | $84,808-32.7% |
| Participation rate | 95.5% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.2pp |
| Annual return | 27.41% | 25.00%+2.4pp | 24.27%+3.1pp | 40.90%-13.5pp |
| Employer contribution / active EE | $8,282 | $2,360+251.0% | $2,975+178.4% | $2,631+214.8% |
| Participant deferral / active EE | $16,002 | $4,242+277.2% | $5,107+213.3% | $4,212+279.9% |
| Admin fee / account holder | $8,610 | $8,989-4.2% | $12,068-28.7% | $7,344+17.2% |