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 | $44,680 | $77,503-42.4% | $100,391-55.5% | $80,856-44.7% |
| Participation rate | 85.0% | 76.9%+8.1pp | 81.5%+3.5pp | 67.6%+17.4pp |
| Annual return | 101.29% | 37.20%+64.1pp | 49.20%+52.1pp | 35.59%+65.7pp |
| Employer contribution / active EE | $1,237 | $2,801-55.8% | $3,942-68.6% | $2,755-55.1% |
| Participant deferral / active EE | $8,181 | $6,820+20.0% | $8,082+1.2% | $4,296+90.5% |
| Admin fee / account holder | $8,344 | $5,897+41.5% | $7,899+5.6% | $6,918+20.6% |