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 4-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 | $38,712 | $80,673-52.0% | $101,326-61.8% | $84,808-54.4% |
| Participation rate | 94.3% | 77.8%+16.5pp | 81.5%+12.8pp | 68.3%+26.0pp |
| Annual return | 38.55% | 38.95%-0.4pp | 36.82%+1.7pp | 40.90%-2.3pp |
| Employer contribution / active EE | $1,000 | $2,698-62.9% | $3,665-72.7% | $2,631-62.0% |
| Participant deferral / active EE | $11,010 | $6,840+61.0% | $7,994+37.7% | $4,212+161.4% |
| Admin fee / account holder | $2,370 | $12,784-81.5% | $11,185-78.8% | $7,344-67.7% |