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 | $82,270 | $86,929-5.4% | $102,423-19.7% | $80,856+1.7% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 19.09% | 18.88%+0.2pp | 29.32%-10.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $3,936 | $2,369+66.1% | $3,023+30.2% | $2,755+42.9% |
| Participant deferral / active EE | $12,671 | $4,118+207.7% | $5,053+150.8% | $4,296+195.0% |
| Admin fee / account holder | $8,162 | $8,049+1.4% | $9,451-13.6% | $6,918+18.0% |