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 | $71,949 | $54,705+31.5% | $71,209+1.0% | $84,808-15.2% |
| Participation rate | 98.7% | 64.1%+34.6pp | 73.8%+24.9pp | 68.3%+30.4pp |
| Annual return | 14.05% | 35.90%-21.8pp | 282.51%-268.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,993 | $2,158+177.7% | $2,721+120.3% | $2,631+127.8% |
| Participant deferral / active EE | $6,637 | $3,030+119.0% | $4,175+59.0% | $4,212+57.6% |
| Admin fee / account holder | $3,321 | $4,863-31.7% | $5,349-37.9% | $7,344-54.8% |