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 | $61,453 | $138,347-55.6% | $184,203-66.6% | $80,856-24.0% |
| Participation rate | 97.3% | 83.9%+13.4pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 18.03% | 20.02%-2.0pp | 28.81%-10.8pp | 35.59%-17.6pp |
| Employer contribution / active EE | $3,242 | $4,850-33.2% | $6,427-49.6% | $2,755+17.7% |
| Participant deferral / active EE | $8,377 | $7,071+18.5% | $9,131-8.3% | $4,296+95.0% |
| Admin fee / account holder | $1,956 | $10,483-81.3% | $13,901-85.9% | $6,918-71.7% |