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 | $53,329 | $109,413-51.3% | $156,263-65.9% | $84,808-37.1% |
| Participation rate | 97.8% | 72.7%+25.1pp | 78.9%+18.9pp | 68.3%+29.5pp |
| Annual return | 37.90% | 20.18%+17.7pp | 59.47%-21.6pp | 40.90%-3.0pp |
| Employer contribution / active EE | $6,600 | $2,907+127.1% | $4,333+52.3% | $2,631+150.9% |
| Participant deferral / active EE | $11,101 | $4,590+141.9% | $6,158+80.3% | $4,212+163.6% |
| Admin fee / account holder | $1,278 | $9,357-86.3% | $14,255-91.0% | $7,344-82.6% |