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 | $105,299 | $74,927+40.5% | $101,794+3.4% | $84,808+24.2% |
| Participation rate | 96.6% | 61.4%+35.2pp | 69.2%+27.4pp | 68.3%+28.3pp |
| Annual return | 12.68% | 18.70%-6.0pp | 30.53%-17.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $653 | $1,522-57.1% | $2,289-71.5% | $2,631-75.2% |
| Participant deferral / active EE | $6,702 | $3,099+116.3% | $4,084+64.1% | $4,212+59.1% |
| Admin fee / account holder | $1,965 | $6,514-69.8% | $8,777-77.6% | $7,344-73.2% |