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 | $72,309 | $100,923-28.4% | $150,045-51.8% | $74,304-2.7% |
| Participation rate | 72.9% | 70.1%+2.9pp | 82.3%-9.4pp | 60.3%+12.6pp |
| Annual return | 20.11% | 51.77%-31.7pp | 62.55%-42.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $2,772 | $3,463-20.0% | $4,693-40.9% | $2,241+23.7% |
| Participant deferral / active EE | $5,614 | $6,709-16.3% | $7,997-29.8% | $3,767+49.0% |
| Admin fee / account holder | $3,175 | $2,767+14.7% | $13,435-76.4% | $2,969+6.9% |