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 | $104,998 | $80,968+29.7% | $96,544+8.8% | $75,163+39.7% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 14.14% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $3,473 | $2,282+52.2% | $2,965+17.1% | $2,670+30.1% |
| Participant deferral / active EE | $4,391 | $3,928+11.8% | $4,851-9.5% | $4,125+6.4% |
| Admin fee / account holder | $7,210 | $6,724+7.2% | $8,252-12.6% | $5,651+27.6% |