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 | $92,283 | $109,881-16.0% | $150,045-38.5% | $84,808+8.8% |
| Participation rate | 89.0% | 76.1%+12.9pp | 82.3%+6.7pp | 68.3%+20.7pp |
| Annual return | 20.50% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $3,643 | $3,561+2.3% | $4,693-22.4% | $2,631+38.5% |
| Participant deferral / active EE | $9,937 | $6,636+49.8% | $7,997+24.3% | $4,212+136.0% |
| Admin fee / account holder | $873 | $8,568-89.8% | $13,435-93.5% | $7,344-88.1% |