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 | $91,070 | $109,881-17.1% | $150,045-39.3% | $84,808+7.4% |
| Participation rate | 78.7% | 76.1%+2.6pp | 82.3%-3.7pp | 68.3%+10.3pp |
| Annual return | 16.35% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,146 | $3,561-67.8% | $4,693-75.6% | $2,631-56.4% |
| Participant deferral / active EE | $5,579 | $6,636-15.9% | $7,997-30.2% | $4,212+32.5% |
| Admin fee / account holder | $25,319 | $8,568+195.5% | $13,435+88.5% | $7,344+244.8% |