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 | $90,170 | $60,022+50.2% | $88,946+1.4% | $84,808+6.3% |
| Participation rate | 76.5% | 57.8%+18.7pp | 68.8%+7.7pp | 68.3%+8.2pp |
| Annual return | 19.53% | 22.43%-2.9pp | 57.82%-38.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,926 | $1,703+13.1% | $2,555-24.6% | $2,631-26.8% |
| Participant deferral / active EE | $5,856 | $3,114+88.1% | $4,581+27.8% | $4,212+39.0% |
| Admin fee / account holder | $4,908 | $4,811+2.0% | $8,261-40.6% | $7,344-33.2% |