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 3-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 | $91,860 | $101,724-9.7% | $164,813-44.3% | $80,856+13.6% |
| Participation rate | 72.8% | 71.8%+1.0pp | 78.6%-5.8pp | 67.6%+5.2pp |
| Annual return | 44.77% | 16.72%+28.1pp | 69.93%-25.2pp | 35.59%+9.2pp |
| Employer contribution / active EE | $1,393 | $2,953-52.8% | $4,341-67.9% | $2,755-49.4% |
| Participant deferral / active EE | $3,842 | $4,477-14.2% | $6,031-36.3% | $4,296-10.6% |
| Admin fee / account holder | $28,632 | $8,227+248.0% | $12,690+125.6% | $6,918+313.9% |