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 | $65,613 | $66,098-0.7% | $101,794-35.5% | $74,304-11.7% |
| Participation rate | 80.0% | 53.8%+26.2pp | 69.2%+10.8pp | 60.3%+19.7pp |
| Annual return | 22.72% | 19.59%+3.1pp | 30.53%-7.8pp | 29.43%-6.7pp |
| Employer contribution / active EE | $2,742 | $1,082+153.5% | $2,289+19.8% | $2,241+22.3% |
| Participant deferral / active EE | $4,955 | $2,781+78.2% | $4,084+21.3% | $3,767+31.5% |
| Admin fee / account holder | $3,096 | $4,146-25.3% | $8,777-64.7% | $2,969+4.3% |