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 | $73,356 | $109,881-33.2% | $150,045-51.1% | $84,808-13.5% |
| Participation rate | 80.7% | 76.1%+4.6pp | 82.3%-1.6pp | 68.3%+12.4pp |
| Annual return | 22.66% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $3,732 | $3,561+4.8% | $4,693-20.5% | $2,631+41.8% |
| Participant deferral / active EE | $8,836 | $6,636+33.2% | $7,997+10.5% | $4,212+109.8% |
| Admin fee / account holder | $2,550 | $8,568-70.2% | $13,435-81.0% | $7,344-65.3% |