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 | $60,565 | $91,407-33.7% | $135,903-55.4% | $71,457-15.2% |
| Participation rate | 96.9% | 75.7%+21.2pp | 81.9%+15.0pp | 67.9%+29.0pp |
| Annual return | 22.96% | 29.90%-6.9pp | 68.23%-45.3pp | 28.85%-5.9pp |
| Employer contribution / active EE | $8,236 | $3,703+122.4% | $4,856+69.6% | $2,588+218.3% |
| Participant deferral / active EE | $7,332 | $7,092+3.4% | $7,758-5.5% | $4,289+71.0% |
| Admin fee / account holder | $301 | $1,266-76.2% | $10,762-97.2% | $1,587-81.1% |