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 9-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 | $38,366 | $86,929-55.9% | $102,423-62.5% | $80,856-52.6% |
| Participation rate | 73.0% | 72.4%+0.6pp | 76.5%-3.5pp | 67.6%+5.4pp |
| Annual return | 11.56% | 18.88%-7.3pp | 29.32%-17.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,674 | $2,369+12.9% | $3,023-11.6% | $2,755-2.9% |
| Participant deferral / active EE | $5,365 | $4,118+30.3% | $5,053+6.2% | $4,296+24.9% |
| Admin fee / account holder | $4,462 | $8,049-44.6% | $9,451-52.8% | $6,918-35.5% |