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 | $74,268 | $71,516+3.8% | $98,439-24.6% | $71,457+3.9% |
| Participation rate | 78.4% | 72.7%+5.7pp | 75.2%+3.2pp | 67.9%+10.5pp |
| Annual return | 81.47% | 32.41%+49.1pp | 21.16%+60.3pp | 28.85%+52.6pp |
| Employer contribution / active EE | $1,762 | $2,399-26.6% | $3,048-42.2% | $2,588-31.9% |
| Participant deferral / active EE | $3,223 | $4,109-21.5% | $4,738-32.0% | $4,289-24.8% |
| Admin fee / account holder | $2,568 | $1,675+53.3% | $8,948-71.3% | $1,587+61.8% |