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 4-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 | $86,605 | $89,753-3.5% | $107,525-19.5% | $84,808+2.1% |
| Participation rate | 72.8% | 68.1%+4.8pp | 75.1%-2.2pp | 68.3%+4.5pp |
| Annual return | 18.69% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,091 | $3,113-0.7% | $3,754-17.6% | $2,631+17.5% |
| Participant deferral / active EE | $6,532 | $4,056+61.0% | $5,116+27.7% | $4,212+55.1% |
| Admin fee / account holder | $6,466 | $7,222-10.5% | $8,919-27.5% | $7,344-11.9% |