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 | $58,406 | $80,724-27.6% | $103,333-43.5% | $74,495-21.6% |
| Participation rate | 94.3% | 65.7%+28.7pp | 74.5%+19.8pp | 67.2%+27.1pp |
| Annual return | 15.26% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,303 | $3,157-27.0% | $3,868-40.4% | $2,623-12.2% |
| Participant deferral / active EE | $1,893 | $3,860-51.0% | $5,057-62.6% | $4,346-56.4% |
| Admin fee / account holder | $2,415 | $2,368+2.0% | $8,355-71.1% | $1,942+24.4% |