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 | $94,878 | $46,553+103.8% | $64,056+48.1% | $75,163+26.2% |
| Participation rate | 90.8% | 65.9%+24.9pp | 72.3%+18.5pp | 67.2%+23.6pp |
| Annual return | 13.98% | 26.03%-12.1pp | 33.69%-19.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,297 | $1,974-34.3% | $2,747-52.8% | $2,670-51.4% |
| Participant deferral / active EE | $3,816 | $2,837+34.5% | $3,880-1.6% | $4,125-7.5% |
| Admin fee / account holder | $2,361 | $2,952-20.0% | $3,068-23.1% | $5,651-58.2% |