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 7-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 | $30,924 | $61,272-49.5% | $149,673-79.3% | $71,457-56.7% |
| Participation rate | 82.7% | 62.5%+20.2pp | 78.8%+4.0pp | 67.9%+14.8pp |
| Annual return | 33.91% | 35.85%-1.9pp | 134.42%-100.5pp | 28.85%+5.1pp |
| Employer contribution / active EE | $2,819 | $2,378+18.5% | $4,818-41.5% | $2,588+8.9% |
| Participant deferral / active EE | $5,881 | $2,917+101.6% | $5,680+3.5% | $4,289+37.1% |
| Admin fee / account holder | $2,910 | $1,261+130.7% | $13,210-78.0% | $1,587+83.3% |