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 | $107,834 | $60,892+77.1% | $82,389+30.9% | $84,808+27.2% |
| Participation rate | 98.6% | 63.3%+35.4pp | 69.5%+29.1pp | 68.3%+30.3pp |
| Annual return | 15.34% | 37.29%-22.0pp | 28.67%-13.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,227 | $1,779+81.3% | $2,517+28.2% | $2,631+22.6% |
| Participant deferral / active EE | $5,216 | $3,179+64.1% | $4,155+25.6% | $4,212+23.9% |
| Admin fee / account holder | $4,852 | $5,467-11.3% | $7,231-32.9% | $7,344-33.9% |