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 | $70,694 | $81,460-13.2% | $103,333-31.6% | $80,856-12.6% |
| Participation rate | 80.4% | 66.8%+13.6pp | 74.5%+5.9pp | 67.6%+12.8pp |
| Annual return | 18.41% | 25.55%-7.1pp | 24.88%-6.5pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,727 | $3,105-44.4% | $3,868-55.4% | $2,755-37.3% |
| Participant deferral / active EE | $2,645 | $3,869-31.6% | $5,057-47.7% | $4,296-38.4% |
| Admin fee / account holder | $2,655 | $6,566-59.6% | $8,355-68.2% | $6,918-61.6% |