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 | $42,220 | $56,484-25.3% | $169,463-75.1% | $64,186-34.2% |
| Participation rate | 90.2% | 64.5%+25.7pp | 77.8%+12.4pp | 69.6%+20.6pp |
| Annual return | 7.15% | -1.55%+8.7pp | 1.83%+5.3pp | 7.63%-0.5pp |
| Employer contribution / active EE | $4,849 | $1,832+164.6% | $4,159+16.6% | $2,381+103.7% |
| Participant deferral / active EE | $9,572 | $3,448+177.6% | $5,277+81.4% | $3,470+175.9% |
| Admin fee / account holder | $6,284 | $4,174+50.6% | $9,109-31.0% | $4,888+28.6% |