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 5-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 | $25,034 | $80,717-69.0% | $154,803-83.8% | $84,808-70.5% |
| Participation rate | 95.5% | 66.8%+28.7pp | 78.1%+17.4pp | 68.3%+27.2pp |
| Annual return | 39.77% | 37.96%+1.8pp | 58.88%-19.1pp | 40.90%-1.1pp |
| Employer contribution / active EE | $6,443 | $2,761+133.3% | $4,305+49.7% | $2,631+144.9% |
| Participant deferral / active EE | $10,896 | $3,303+229.9% | $5,540+96.7% | $4,212+158.7% |
| Admin fee / account holder | $5,076 | $6,746-24.7% | $14,329-64.6% | $7,344-30.9% |