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 | $102,198 | $80,717+26.6% | $154,803-34.0% | $84,808+20.5% |
| Participation rate | 75.9% | 66.8%+9.1pp | 78.1%-2.1pp | 68.3%+7.6pp |
| Annual return | 16.47% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,622 | $2,761-5.0% | $4,305-39.1% | $2,631-0.3% |
| Participant deferral / active EE | $4,580 | $3,303+38.7% | $5,540-17.3% | $4,212+8.7% |
| Admin fee / account holder | $803 | $6,746-88.1% | $14,329-94.4% | $7,344-89.1% |