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 8-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 | $68,620 | $77,503-11.5% | $100,391-31.6% | $80,856-15.1% |
| Participation rate | 98.4% | 76.9%+21.5pp | 81.5%+17.0pp | 67.6%+30.8pp |
| Annual return | 19.75% | 37.20%-17.5pp | 49.20%-29.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $9,531 | $2,801+240.3% | $3,942+141.8% | $2,755+246.0% |
| Participant deferral / active EE | $14,941 | $6,820+119.1% | $8,082+84.9% | $4,296+247.8% |
| Admin fee / account holder | $2,175 | $5,897-63.1% | $7,899-72.5% | $6,918-68.6% |