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 | $58,018 | $60,022-3.3% | $88,946-34.8% | $84,808-31.6% |
| Participation rate | 95.9% | 57.8%+38.1pp | 68.8%+27.0pp | 68.3%+27.6pp |
| Annual return | 14.94% | 22.43%-7.5pp | 57.82%-42.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $572 | $1,703-66.4% | $2,555-77.6% | $2,631-78.3% |
| Participant deferral / active EE | $4,372 | $3,114+40.4% | $4,581-4.6% | $4,212+3.8% |
| Admin fee / account holder | $3,025 | $4,811-37.1% | $8,261-63.4% | $7,344-58.8% |