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 | $30,494 | $89,753-66.0% | $107,525-71.6% | $84,808-64.0% |
| Participation rate | 95.9% | 68.1%+27.9pp | 75.1%+20.8pp | 68.3%+27.6pp |
| Annual return | 13.08% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,929 | $3,113-38.0% | $3,754-48.6% | $2,631-26.7% |
| Participant deferral / active EE | $5,223 | $4,056+28.8% | $5,116+2.1% | $4,212+24.0% |
| Admin fee / account holder | $4,047 | $7,222-44.0% | $8,919-54.6% | $7,344-44.9% |