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 | $60,292 | $77,813-22.5% | $123,544-51.2% | $64,186-6.1% |
| Participation rate | 95.4% | 74.7%+20.7pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | -4.94% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,649 | $3,014+21.1% | $4,628-21.2% | $2,381+53.3% |
| Participant deferral / active EE | $6,408 | $5,240+22.3% | $6,426-0.3% | $3,470+84.7% |
| Admin fee / account holder | $1,568 | $5,519-71.6% | $9,284-83.1% | $4,888-67.9% |