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 | $70,855 | $72,277-2.0% | $101,248-30.0% | $79,858-11.3% |
| Participation rate | 93.3% | 68.5%+24.8pp | 75.8%+17.5pp | 69.6%+23.6pp |
| Annual return | 20.40% | 22.30%-1.9pp | 46.47%-26.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $3,339 | $2,692+24.1% | $3,660-8.8% | $2,471+35.1% |
| Participant deferral / active EE | $3,720 | $3,282+13.4% | $4,370-14.9% | $3,740-0.5% |
| Admin fee / account holder | $908 | $4,400-79.4% | $5,945-84.7% | $5,306-82.9% |