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 9-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 | $39,825 | $100,923-60.5% | $150,045-73.5% | $74,304-46.4% |
| Participation rate | 72.9% | 70.1%+2.8pp | 82.3%-9.4pp | 60.3%+12.5pp |
| Annual return | 21.46% | 51.77%-30.3pp | 62.55%-41.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $2,475 | $3,463-28.6% | $4,693-47.3% | $2,241+10.4% |
| Participant deferral / active EE | $4,868 | $6,709-27.5% | $7,997-39.1% | $3,767+29.2% |
| Admin fee / account holder | $2,243 | $2,767-18.9% | $13,435-83.3% | $2,969-24.4% |