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 | $114,981 | $74,927+53.5% | $101,794+13.0% | $84,808+35.6% |
| Participation rate | 91.6% | 61.4%+30.2pp | 69.2%+22.4pp | 68.3%+23.3pp |
| Annual return | 16.30% | 18.70%-2.4pp | 30.53%-14.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,152 | $1,522+107.1% | $2,289+37.7% | $2,631+19.8% |
| Participant deferral / active EE | $4,493 | $3,099+45.0% | $4,084+10.0% | $4,212+6.7% |
| Admin fee / account holder | $4,648 | $6,514-28.6% | $8,777-47.0% | $7,344-36.7% |