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 | $93,531 | $109,881-14.9% | $150,045-37.7% | $84,808+10.3% |
| Participation rate | 90.2% | 76.1%+14.1pp | 82.3%+7.8pp | 68.3%+21.9pp |
| Annual return | 16.05% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,309 | $3,561-7.1% | $4,693-29.5% | $2,631+25.8% |
| Participant deferral / active EE | $6,580 | $6,636-0.8% | $7,997-17.7% | $4,212+56.2% |
| Admin fee / account holder | $1,020 | $8,568-88.1% | $13,435-92.4% | $7,344-86.1% |