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 | $58,659 | $84,233-30.4% | $170,442-65.6% | $70,131-16.4% |
| Participation rate | 96.5% | 70.8%+25.7pp | 83.6%+12.9pp | 69.5%+27.0pp |
| Annual return | 14.01% | 23.06%-9.1pp | 205.93%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,074 | $3,387-68.3% | $5,433-80.2% | $2,342-54.2% |
| Participant deferral / active EE | $1,923 | $3,086-37.7% | $4,939-61.1% | $3,332-42.3% |
| Admin fee / account holder | $1,911 | $5,698-66.5% | $13,880-86.2% | $4,645-58.9% |