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 6-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 | $59,361 | $87,870-32.4% | $113,168-47.5% | $74,304-20.1% |
| Participation rate | 95.7% | 70.7%+24.9pp | 76.6%+19.1pp | 60.3%+35.3pp |
| Annual return | 36.58% | 26.44%+10.1pp | 24.27%+12.3pp | 29.43%+7.2pp |
| Employer contribution / active EE | $6,059 | $2,277+166.1% | $2,975+103.6% | $2,241+170.3% |
| Participant deferral / active EE | $12,057 | $4,241+184.3% | $5,107+136.1% | $3,767+220.0% |
| Admin fee / account holder | $2,939 | $3,368-12.8% | $12,068-75.6% | $2,969-1.0% |