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 | $29,563 | $85,766-65.5% | $136,294-78.3% | $70,131-57.8% |
| Participation rate | 96.8% | 74.2%+22.7pp | 81.9%+14.9pp | 69.5%+27.3pp |
| Annual return | 14.21% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,307 | $2,966-55.9% | $4,695-72.2% | $2,342-44.2% |
| Participant deferral / active EE | $4,375 | $5,051-13.4% | $6,247-30.0% | $3,332+31.3% |
| Admin fee / account holder | $2,085 | $5,420-61.5% | $9,243-77.4% | $4,645-55.1% |