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 | $73,959 | $109,881-32.7% | $150,045-50.7% | $84,808-12.8% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 24.39% | 28.25%-3.9pp | 62.55%-38.2pp | 40.90%-16.5pp |
| Employer contribution / active EE | $3,185 | $3,561-10.6% | $4,693-32.1% | $2,631+21.1% |
| Participant deferral / active EE | $7,532 | $6,636+13.5% | $7,997-5.8% | $4,212+78.8% |
| Admin fee / account holder | $5,176 | $8,568-39.6% | $13,435-61.5% | $7,344-29.5% |