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 | $31,014 | $63,355-51.0% | $91,989-66.3% | $72,985-57.5% |
| Participation rate | 96.8% | 72.5%+24.3pp | 78.6%+18.1pp | 69.5%+27.3pp |
| Annual return | 31.19% | 35.35%-4.2pp | 69.02%-37.8pp | 81.00%-49.8pp |
| Employer contribution / active EE | $2,706 | $2,116+27.9% | $3,452-21.6% | $2,440+10.9% |
| Participant deferral / active EE | $4,857 | $4,883-0.5% | $5,923-18.0% | $3,607+34.6% |
| Admin fee / account holder | $2,155 | $4,668-53.8% | $7,743-72.2% | $5,124-58.0% |