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 | $68,501 | $85,766-20.1% | $136,294-49.7% | $70,131-2.3% |
| Participation rate | 83.9% | 74.2%+9.7pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 20.28% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,894 | $2,966-36.2% | $4,695-59.7% | $2,342-19.2% |
| Participant deferral / active EE | $6,657 | $5,051+31.8% | $6,247+6.6% | $3,332+99.8% |
| Admin fee / account holder | $4,731 | $5,420-12.7% | $9,243-48.8% | $4,645+1.8% |