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 | $62,236 | $95,803-35.0% | $113,168-45.0% | $84,808-26.6% |
| Participation rate | 97.3% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+28.9pp |
| Annual return | 15.38% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,442 | $2,360+45.9% | $2,975+15.7% | $2,631+30.8% |
| Participant deferral / active EE | $6,785 | $4,242+60.0% | $5,107+32.9% | $4,212+61.1% |
| Admin fee / account holder | $2,944 | $8,989-67.3% | $12,068-75.6% | $7,344-59.9% |