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 | $79,826 | $168,082-52.5% | $150,045-46.8% | - |
| Participation rate | 82.8% | 71.4%+11.4pp | 82.3%+0.5pp | - |
| Annual return | 18.03% | 24.81%-6.8pp | 62.55%-44.5pp | - |
| Employer contribution / active EE | $3,437 | $3,603-4.6% | $4,693-26.8% | - |
| Participant deferral / active EE | $7,489 | $7,053+6.2% | $7,997-6.4% | - |
| Admin fee / account holder | $3,796 | $7,866-51.7% | $13,435-71.7% | - |