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 | $91,065 | $62,586+45.5% | $76,768+18.6% | $64,186+41.9% |
| Participation rate | 86.6% | 72.8%+13.8pp | 77.0%+9.6pp | 69.6%+17.0pp |
| Annual return | -3.90% | -1.95%-2.0pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,010 | $1,832+9.7% | $2,485-19.1% | $2,381-15.6% |
| Participant deferral / active EE | $6,288 | $3,145+100.0% | $3,852+63.3% | $3,470+81.2% |
| Admin fee / account holder | $9,821 | $4,667+110.4% | $6,675+47.1% | $4,888+100.9% |