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 3-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 | $13,974 | $80,717-82.7% | $154,803-91.0% | $84,808-83.5% |
| Participation rate | 94.8% | 66.8%+28.0pp | 78.1%+16.8pp | 68.3%+26.5pp |
| Annual return | 29.55% | 37.96%-8.4pp | 58.88%-29.3pp | 40.90%-11.3pp |
| Employer contribution / active EE | $2,348 | $2,761-15.0% | $4,305-45.5% | $2,631-10.8% |
| Participant deferral / active EE | $5,906 | $3,303+78.8% | $5,540+6.6% | $4,212+40.2% |
| Admin fee / account holder | $2,505 | $6,746-62.9% | $14,329-82.5% | $7,344-65.9% |