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 | $108,493 | $123,793-12.4% | $177,821-39.0% | $79,858+35.9% |
| Participation rate | 96.8% | 84.7%+12.2pp | 87.7%+9.1pp | 69.6%+27.2pp |
| Annual return | 23.33% | 22.82%+0.5pp | 48.32%-25.0pp | 31.71%-8.4pp |
| Employer contribution / active EE | $5,201 | $4,095+27.0% | $5,918-12.1% | $2,471+110.5% |
| Participant deferral / active EE | $8,349 | $5,956+40.2% | $7,714+8.2% | $3,740+123.2% |
| Admin fee / account holder | $776 | $7,243-89.3% | $12,427-93.8% | $5,306-85.4% |