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 | $80,714 | $101,724-20.7% | $164,813-51.0% | $80,856-0.2% |
| Participation rate | 90.8% | 71.8%+19.0pp | 78.6%+12.2pp | 67.6%+23.2pp |
| Annual return | 13.57% | 16.72%-3.1pp | 69.93%-56.4pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,424 | $2,953-17.9% | $4,341-44.2% | $2,755-12.0% |
| Participant deferral / active EE | $4,829 | $4,477+7.9% | $6,031-19.9% | $4,296+12.4% |
| Admin fee / account holder | $24,064 | $8,227+192.5% | $12,690+89.6% | $6,918+247.9% |