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 | $77,180 | $176,947-56.4% | $82,389-6.3% | - |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.5%+30.5pp | - |
| Annual return | 8.64% | 15.13%-6.5pp | 28.67%-20.0pp | - |
| Employer contribution / active EE | $7,444 | $2,196+239.0% | $2,517+195.7% | - |
| Participant deferral / active EE | $4,309 | $4,114+4.7% | $4,155+3.7% | - |
| Admin fee / account holder | $9,184 | $22,209-58.6% | $7,231+27.0% | - |