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 | $71,877 | $65,561+9.6% | $91,541-21.5% | $74,304-3.3% |
| Participation rate | 81.7% | 56.6%+25.1pp | 69.8%+12.0pp | 60.3%+21.4pp |
| Annual return | 17.93% | 17.68%+0.2pp | 20.50%-2.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,392 | $1,717+39.3% | $2,505-4.5% | $2,241+6.7% |
| Participant deferral / active EE | $8,213 | $2,918+181.4% | $4,008+104.9% | $3,767+118.0% |
| Admin fee / account holder | $2,060 | $3,333-38.2% | $6,956-70.4% | $2,969-30.6% |