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 | $90,466 | $109,881-17.7% | $150,045-39.7% | $84,808+6.7% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 14.57% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,499 | $3,561-29.8% | $4,693-46.8% | $2,631-5.0% |
| Participant deferral / active EE | $5,826 | $6,636-12.2% | $7,997-27.1% | $4,212+38.3% |
| Admin fee / account holder | $10,179 | $8,568+18.8% | $13,435-24.2% | $7,344+38.6% |