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 | $90,168 | $57,016+58.1% | $84,966+6.1% | $80,856+11.5% |
| Participation rate | 88.7% | 56.3%+32.3pp | 67.5%+21.2pp | 67.6%+21.0pp |
| Annual return | 13.91% | 21.66%-7.7pp | 66.38%-52.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,606 | $1,798+44.9% | $2,727-4.5% | $2,755-5.4% |
| Participant deferral / active EE | $5,393 | $3,110+73.4% | $4,519+19.3% | $4,296+25.6% |
| Admin fee / account holder | $7,947 | $4,980+59.6% | $6,149+29.2% | $6,918+14.9% |