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 | $92,236 | $109,881-16.1% | $150,045-38.5% | $84,808+8.8% |
| Participation rate | 98.9% | 76.1%+22.8pp | 82.3%+16.6pp | 68.3%+30.6pp |
| Annual return | 24.04% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $6,461 | $3,561+81.4% | $4,693+37.7% | $2,631+145.6% |
| Participant deferral / active EE | $7,699 | $6,636+16.0% | $7,997-3.7% | $4,212+82.8% |
| Admin fee / account holder | $2,399 | $8,568-72.0% | $13,435-82.1% | $7,344-67.3% |