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 10-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 | $44,140 | $63,299-30.3% | $91,001-51.5% | $62,292-29.1% |
| Participation rate | 93.1% | 73.3%+19.8pp | 75.6%+17.5pp | 69.5%+23.6pp |
| Annual return | 13.72% | 20.99%-7.3pp | 4.60%+9.1pp | 28.90%-15.2pp |
| Employer contribution / active EE | $2,541 | $1,807+40.6% | $2,456+3.5% | $2,042+24.4% |
| Participant deferral / active EE | $2,226 | $2,943-24.4% | $3,547-37.3% | $3,169-29.8% |
| Admin fee / account holder | $4,325 | $468+824.8% | $5,417-20.2% | $479+802.3% |