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 | $47,464 | $130,194-63.5% | $169,993-72.1% | $71,457-33.6% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.0%+11.0pp | 67.9%+30.1pp |
| Annual return | 38.89% | 20.37%+18.5pp | 53.37%-14.5pp | 28.85%+10.0pp |
| Employer contribution / active EE | $8,047 | $4,381+83.7% | $6,785+18.6% | $2,588+211.0% |
| Participant deferral / active EE | $13,519 | $6,923+95.3% | $10,408+29.9% | $4,289+215.2% |
| Admin fee / account holder | $4,641 | $966+380.7% | $12,815-63.8% | $1,587+192.4% |