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 | $87,579 | $76,552+14.4% | $123,892-29.3% | $62,891+39.3% |
| Participation rate | 80.9% | 73.0%+7.9pp | 81.4%-0.6pp | 69.3%+11.5pp |
| Annual return | 10.12% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,851 | $2,883-35.8% | $4,617-59.9% | $2,281-18.8% |
| Participant deferral / active EE | $3,638 | $4,840-24.8% | $5,984-39.2% | $3,203+13.6% |
| Admin fee / account holder | $8,151 | $4,826+68.9% | $8,357-2.5% | $4,296+89.8% |