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 | $76,666 | $50,385+52.2% | $75,670+1.3% | $62,292+23.1% |
| Participation rate | 72.4% | 67.7%+4.7pp | 72.3%0pp | 69.5%+2.9pp |
| Annual return | 17.46% | 19.90%-2.4pp | 27.34%-9.9pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,711 | $1,537+11.3% | $2,352-27.3% | $2,042-16.2% |
| Participant deferral / active EE | $4,680 | $2,445+91.4% | $3,142+48.9% | $3,169+47.7% |
| Admin fee / account holder | $2,457 | $384+539.6% | $5,800-57.6% | $479+412.6% |