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 8-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 | $43,755 | $86,929-49.7% | $102,423-57.3% | $80,856-45.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 45.11% | 18.88%+26.2pp | 29.32%+15.8pp | 35.59%+9.5pp |
| Employer contribution / active EE | $2,181 | $2,369-7.9% | $3,023-27.9% | $2,755-20.8% |
| Participant deferral / active EE | $3,873 | $4,118-6.0% | $5,053-23.3% | $4,296-9.8% |
| Admin fee / account holder | $2,997 | $8,049-62.8% | $9,451-68.3% | $6,918-56.7% |