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 | $52,862 | $91,407-42.2% | $135,903-61.1% | $71,457-26.0% |
| Participation rate | 73.2% | 75.7%-2.4pp | 81.9%-8.7pp | 67.9%+5.3pp |
| Annual return | 36.28% | 29.90%+6.4pp | 68.23%-32.0pp | 28.85%+7.4pp |
| Employer contribution / active EE | $3,124 | $3,703-15.7% | $4,856-35.7% | $2,588+20.7% |
| Participant deferral / active EE | $6,715 | $7,092-5.3% | $7,758-13.4% | $4,289+56.6% |
| Admin fee / account holder | $2,120 | $1,266+67.5% | $10,762-80.3% | $1,587+33.5% |