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 | $77,839 | $100,923-22.9% | $150,045-48.1% | $74,304+4.8% |
| Participation rate | 78.0% | 70.1%+8.0pp | 82.3%-4.3pp | 60.3%+17.7pp |
| Annual return | 16.92% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $650 | $3,463-81.2% | $4,693-86.1% | $2,241-71.0% |
| Participant deferral / active EE | $4,109 | $6,709-38.8% | $7,997-48.6% | $3,767+9.1% |
| Admin fee / account holder | $1,278 | $2,767-53.8% | $13,435-90.5% | $2,969-57.0% |