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 | $30,913 | $49,915-38.1% | $154,803-80.0% | $74,304-58.4% |
| Participation rate | 90.6% | 54.0%+36.7pp | 78.1%+12.6pp | 60.3%+30.3pp |
| Annual return | 15.28% | 34.06%-18.8pp | 58.88%-43.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,136 | $1,611+32.6% | $4,305-50.4% | $2,241-4.7% |
| Participant deferral / active EE | $5,072 | $2,255+124.9% | $5,540-8.5% | $3,767+34.6% |
| Admin fee / account holder | $1,593 | $2,189-27.2% | $14,329-88.9% | $2,969-46.3% |