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 | $55,265 | $80,968-31.7% | $96,544-42.8% | $75,163-26.5% |
| Participation rate | 80.2% | 71.8%+8.5pp | 76.0%+4.3pp | 67.2%+13.1pp |
| Annual return | 14.89% | 27.06%-12.2pp | 25.84%-11.0pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,178 | $2,282-48.4% | $2,965-60.3% | $2,670-55.9% |
| Participant deferral / active EE | $4,722 | $3,928+20.2% | $4,851-2.7% | $4,125+14.5% |
| Admin fee / account holder | $2,846 | $6,724-57.7% | $8,252-65.5% | $5,651-49.6% |