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 | $18,154 | $80,717-77.5% | $154,803-88.3% | $84,808-78.6% |
| Participation rate | 88.3% | 66.8%+21.5pp | 78.1%+10.3pp | 68.3%+20.0pp |
| Annual return | 17.43% | 37.96%-20.5pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,205 | $2,761-56.4% | $4,305-72.0% | $2,631-54.2% |
| Participant deferral / active EE | $2,248 | $3,303-31.9% | $5,540-59.4% | $4,212-46.6% |
| Admin fee / account holder | $1,670 | $6,746-75.2% | $14,329-88.3% | $7,344-77.3% |