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 | $62,927 | $72,277-12.9% | $101,248-37.8% | $79,858-21.2% |
| Participation rate | 98.6% | 68.5%+30.1pp | 75.8%+22.8pp | 69.6%+29.0pp |
| Annual return | 12.85% | 22.30%-9.4pp | 46.47%-33.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,455 | $2,692-8.8% | $3,660-32.9% | $2,471-0.6% |
| Participant deferral / active EE | $4,207 | $3,282+28.2% | $4,370-3.7% | $3,740+12.5% |
| Admin fee / account holder | $2,494 | $4,400-43.3% | $5,945-58.1% | $5,306-53.0% |