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 | $95,900 | $60,022+59.8% | $88,946+7.8% | $84,808+13.1% |
| Participation rate | 97.9% | 57.8%+40.1pp | 68.8%+29.1pp | 68.3%+29.6pp |
| Annual return | 38.42% | 22.43%+16.0pp | 57.82%-19.4pp | 40.90%-2.5pp |
| Employer contribution / active EE | $3,792 | $1,703+122.7% | $2,555+48.4% | $2,631+44.1% |
| Participant deferral / active EE | $7,059 | $3,114+126.7% | $4,581+54.1% | $4,212+67.6% |
| Admin fee / account holder | $10,332 | $4,811+114.8% | $8,261+25.1% | $7,344+40.7% |