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 | $57,466 | $87,870-34.6% | $113,168-49.2% | $74,304-22.7% |
| Participation rate | 73.1% | 70.7%+2.4pp | 76.6%-3.4pp | 60.3%+12.8pp |
| Annual return | 15.74% | 26.44%-10.7pp | 24.27%-8.5pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,172 | $2,277-4.6% | $2,975-27.0% | $2,241-3.1% |
| Participant deferral / active EE | $4,374 | $4,241+3.1% | $5,107-14.4% | $3,767+16.1% |
| Admin fee / account holder | $27,569 | $3,368+718.5% | $12,068+128.5% | $2,969+828.6% |