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 | $66,568 | $95,803-30.5% | $113,168-41.2% | $84,808-21.5% |
| Participation rate | 72.7% | 72.9%-0.1pp | 76.6%-3.8pp | 68.3%+4.4pp |
| Annual return | 14.10% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,091 | $2,360+31.0% | $2,975+3.9% | $2,631+17.5% |
| Participant deferral / active EE | $4,795 | $4,242+13.0% | $5,107-6.1% | $4,212+13.8% |
| Admin fee / account holder | $6,342 | $8,989-29.4% | $12,068-47.4% | $7,344-13.6% |