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 | $50,288 | $102,605-51.0% | $145,661-65.5% | $84,808-40.7% |
| Participation rate | 82.0% | 74.3%+7.7pp | 77.2%+4.8pp | 68.3%+13.7pp |
| Annual return | 13.73% | 26.50%-12.8pp | 101.46%-87.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,067 | $3,325-67.9% | $4,238-74.8% | $2,631-59.5% |
| Participant deferral / active EE | $6,821 | $5,750+18.6% | $7,198-5.2% | $4,212+62.0% |
| Admin fee / account holder | $5,461 | $8,758-37.6% | $12,466-56.2% | $7,344-25.6% |