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 | $43,371 | $74,927-42.1% | $101,794-57.4% | $84,808-48.9% |
| Participation rate | 98.7% | 61.4%+37.3pp | 69.2%+29.5pp | 68.3%+30.4pp |
| Annual return | 15.62% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,010 | $1,522+32.1% | $2,289-12.2% | $2,631-23.6% |
| Participant deferral / active EE | $1,413 | $3,099-54.4% | $4,084-65.4% | $4,212-66.5% |
| Admin fee / account holder | $1,989 | $6,514-69.5% | $8,777-77.3% | $7,344-72.9% |