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 | $25,024 | $109,881-77.2% | $150,045-83.3% | $84,808-70.5% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 29.13% | 28.25%+0.9pp | 62.55%-33.4pp | 40.90%-11.8pp |
| Employer contribution / active EE | $1,461 | $3,561-59.0% | $4,693-68.9% | $2,631-44.5% |
| Participant deferral / active EE | $8,106 | $6,636+22.2% | $7,997+1.4% | $4,212+92.5% |
| Admin fee / account holder | $1,211 | $8,568-85.9% | $13,435-91.0% | $7,344-83.5% |