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 | $64,169 | $83,477-23.1% | $125,175-48.7% | $72,985-12.1% |
| Participation rate | 89.6% | 73.3%+16.3pp | 79.8%+9.8pp | 69.5%+20.1pp |
| Annual return | 24.70% | 25.78%-1.1pp | 43.79%-19.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,438 | $2,345+4.0% | $3,865-36.9% | $2,440-0.1% |
| Participant deferral / active EE | $6,303 | $3,585+75.8% | $4,937+27.7% | $3,607+74.7% |
| Admin fee / account holder | $4,082 | $5,517-26.0% | $9,702-57.9% | $5,124-20.3% |