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 | $47,850 | $125,758-62.0% | $169,993-71.9% | $75,163-36.3% |
| Participation rate | 95.3% | 83.6%+11.7pp | 87.0%+8.3pp | 67.2%+28.1pp |
| Annual return | 14.89% | 27.20%-12.3pp | 53.37%-38.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,416 | $4,615-47.6% | $6,785-64.4% | $2,670-9.5% |
| Participant deferral / active EE | $4,487 | $6,837-34.4% | $10,408-56.9% | $4,125+8.8% |
| Admin fee / account holder | $4,277 | $8,173-47.7% | $12,815-66.6% | $5,651-24.3% |