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 | $25,500 | $81,248-68.6% | $155,509-83.6% | $80,856-68.5% |
| Participation rate | 94.9% | 66.2%+28.7pp | 78.2%+16.8pp | 67.6%+27.3pp |
| Annual return | 10.63% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,585 | $3,100-16.6% | $4,672-44.7% | $2,755-6.2% |
| Participant deferral / active EE | $1,485 | $3,452-57.0% | $5,626-73.6% | $4,296-65.4% |
| Admin fee / account holder | $1,334 | $7,997-83.3% | $15,912-91.6% | $6,918-80.7% |