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 | $70,119 | $89,753-21.9% | $107,525-34.8% | $84,808-17.3% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 18.32% | 29.48%-11.2pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,431 | $3,113-21.9% | $3,754-35.2% | $2,631-7.6% |
| Participant deferral / active EE | $8,260 | $4,056+103.6% | $5,116+61.5% | $4,212+96.1% |
| Admin fee / account holder | $3,495 | $7,222-51.6% | $8,919-60.8% | $7,344-52.4% |