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 | $77,990 | $79,944-2.4% | $98,439-20.8% | $75,163+3.8% |
| Participation rate | 97.7% | 70.4%+27.4pp | 75.2%+22.6pp | 67.2%+30.5pp |
| Annual return | 28.42% | 19.75%+8.7pp | 21.16%+7.3pp | 160.62%-132.2pp |
| Employer contribution / active EE | $3,844 | $2,264+69.8% | $3,048+26.1% | $2,670+44.0% |
| Participant deferral / active EE | $3,646 | $3,752-2.8% | $4,738-23.0% | $4,125-11.6% |
| Admin fee / account holder | $9,570 | $6,840+39.9% | $8,948+7.0% | $5,651+69.3% |