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 8-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 | $71,153 | $109,413-35.0% | $156,263-54.5% | $84,808-16.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.44% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $10,101 | $2,907+247.5% | $4,333+133.1% | $2,631+283.9% |
| Participant deferral / active EE | $6,382 | $4,590+39.1% | $6,158+3.6% | $4,212+51.5% |
| Admin fee / account holder | $4,951 | $9,357-47.1% | $14,255-65.3% | $7,344-32.6% |