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 | $58,202 | $104,607-44.4% | $96,544-39.7% | - |
| Participation rate | 76.8% | 76.2%+0.6pp | 76.0%+0.8pp | - |
| Annual return | 15.36% | 9.56%+5.8pp | 25.84%-10.5pp | - |
| Employer contribution / active EE | $3,910 | $2,147+82.2% | $2,965+31.9% | - |
| Participant deferral / active EE | $2,983 | $4,312-30.8% | $4,851-38.5% | - |
| Admin fee / account holder | $1,196 | $45,340-97.4% | $8,252-85.5% | - |