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 | $61,328 | $78,485-21.9% | $106,213-42.3% | $74,495-17.7% |
| Participation rate | 83.9% | 72.8%+11.1pp | 75.3%+8.6pp | 67.2%+16.7pp |
| Annual return | 15.24% | 15.95%-0.7pp | 116.14%-100.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,265 | $2,523-49.9% | $3,171-60.1% | $2,623-51.8% |
| Participant deferral / active EE | $5,206 | $4,322+20.4% | $5,016+3.8% | $4,346+19.8% |
| Admin fee / account holder | $2,820 | $2,232+26.3% | $11,033-74.4% | $1,942+45.2% |