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 | $58,997 | $130,194-54.7% | $169,993-65.3% | $71,457-17.4% |
| Participation rate | 83.2% | 86.1%-3.0pp | 87.0%-3.8pp | 67.9%+15.2pp |
| Annual return | 20.38% | 20.37%0pp | 53.37%-33.0pp | 28.85%-8.5pp |
| Employer contribution / active EE | $3,220 | $4,381-26.5% | $6,785-52.5% | $2,588+24.4% |
| Participant deferral / active EE | $4,848 | $6,923-30.0% | $10,408-53.4% | $4,289+13.0% |
| Admin fee / account holder | $5,168 | $966+435.2% | $12,815-59.7% | $1,587+225.6% |