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 | $85,908 | $58,927+45.8% | $76,817+11.8% | $72,985+17.7% |
| Participation rate | 75.3% | 67.3%+7.9pp | 72.1%+3.2pp | 69.5%+5.8pp |
| Annual return | 22.41% | 2305.64%-2283.2pp | 1166.11%-1143.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,892 | $1,787+5.9% | $2,302-17.8% | $2,440-22.4% |
| Participant deferral / active EE | $3,499 | $2,690+30.0% | $3,336+4.9% | $3,607-3.0% |
| Admin fee / account holder | $1,897 | $4,013-52.7% | $6,420-70.5% | $5,124-63.0% |