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 | $32,468 | $74,927-56.7% | $101,794-68.1% | $84,808-61.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 37.12% | 18.70%+18.4pp | 30.53%+6.6pp | 40.90%-3.8pp |
| Employer contribution / active EE | $7,385 | $1,522+385.3% | $2,289+222.6% | $2,631+180.7% |
| Participant deferral / active EE | $14,692 | $3,099+374.1% | $4,084+259.7% | $4,212+248.8% |
| Admin fee / account holder | $6,046 | $6,514-7.2% | $8,777-31.1% | $7,344-17.7% |