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 8-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 | $91,202 | $88,634+2.9% | $101,326-10.0% | $74,304+22.7% |
| Participation rate | 79.2% | 76.9%+2.4pp | 81.5%-2.3pp | 60.3%+18.9pp |
| Annual return | 31.12% | 33.10%-2.0pp | 36.82%-5.7pp | 29.43%+1.7pp |
| Employer contribution / active EE | $5,176 | $2,930+76.6% | $3,665+41.2% | $2,241+131.0% |
| Participant deferral / active EE | $12,127 | $7,322+65.6% | $7,994+51.7% | $3,767+221.9% |
| Admin fee / account holder | $1,024 | $2,425-57.8% | $11,185-90.8% | $2,969-65.5% |