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 10-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 | $80,390 | $74,927+7.3% | $101,794-21.0% | $84,808-5.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 17.54% | 18.70%-1.2pp | 30.53%-13.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,715 | $1,522+12.7% | $2,289-25.1% | $2,631-34.8% |
| Participant deferral / active EE | $4,764 | $3,099+53.7% | $4,084+16.6% | $4,212+13.1% |
| Admin fee / account holder | $1,551 | $6,514-76.2% | $8,777-82.3% | $7,344-78.9% |