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 5-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 | $32,502 | $109,881-70.4% | $150,045-78.3% | $84,808-61.7% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 25.50% | 28.25%-2.7pp | 62.55%-37.0pp | 40.90%-15.4pp |
| Employer contribution / active EE | $5,169 | $3,561+45.1% | $4,693+10.1% | $2,631+96.5% |
| Participant deferral / active EE | $8,588 | $6,636+29.4% | $7,997+7.4% | $4,212+103.9% |
| Admin fee / account holder | $1,921 | $8,568-77.6% | $13,435-85.7% | $7,344-73.8% |