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 | $43,202 | $81,460-47.0% | $103,333-58.2% | $80,856-46.6% |
| Participation rate | 87.7% | 66.8%+20.8pp | 74.5%+13.1pp | 67.6%+20.0pp |
| Annual return | 11.08% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,926 | $3,105-38.0% | $3,868-50.2% | $2,755-30.1% |
| Participant deferral / active EE | $2,370 | $3,869-38.8% | $5,057-53.1% | $4,296-44.8% |
| Admin fee / account holder | $2,348 | $6,566-64.2% | $8,355-71.9% | $6,918-66.1% |