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 | $128,842 | $138,347-6.9% | $184,203-30.1% | $80,856+59.3% |
| Participation rate | 97.7% | 83.9%+13.8pp | 86.8%+10.9pp | 67.6%+30.0pp |
| Annual return | 15.13% | 20.02%-4.9pp | 28.81%-13.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $7,674 | $4,850+58.2% | $6,427+19.4% | $2,755+178.6% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $479 | $10,483-95.4% | $13,901-96.6% | $6,918-93.1% |