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 | $94,891 | $96,484-1.7% | $156,263-39.3% | $74,304+27.7% |
| Participation rate | 76.6% | 67.7%+8.9pp | 78.9%-2.4pp | 60.3%+16.2pp |
| Annual return | 15.53% | 17.73%-2.2pp | 59.47%-43.9pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,617 | $2,528-36.1% | $4,333-62.7% | $2,241-27.9% |
| Participant deferral / active EE | $5,154 | $4,286+20.2% | $6,158-16.3% | $3,767+36.8% |
| Admin fee / account holder | $10,184 | $3,728+173.2% | $14,255-28.6% | $2,969+243.0% |