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 | $61,910 | $71,516-13.4% | $98,439-37.1% | $71,457-13.4% |
| Participation rate | 96.4% | 72.7%+23.7pp | 75.2%+21.3pp | 67.9%+28.5pp |
| Annual return | 0.00% | 32.41%-32.4pp | 21.16%-21.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $4,902 | $2,399+104.3% | $3,048+60.8% | $2,588+89.4% |
| Participant deferral / active EE | $8,124 | $4,109+97.7% | $4,738+71.5% | $4,289+89.4% |
| Admin fee / account holder | $6,134 | $1,675+266.3% | $8,948-31.4% | $1,587+286.5% |