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 | $61,267 | $82,978-26.2% | $129,995-52.9% | $71,457-14.3% |
| Participation rate | 73.6% | 74.1%-0.4pp | 78.5%-4.8pp | 67.9%+5.7pp |
| Annual return | 21.00% | 20.60%+0.4pp | -137.18%+158.2pp | 28.85%-7.8pp |
| Employer contribution / active EE | $2,133 | $2,622-18.6% | $4,320-50.6% | $2,588-17.6% |
| Participant deferral / active EE | $3,701 | $4,432-16.5% | $5,820-36.4% | $4,289-13.7% |
| Admin fee / account holder | $1,225 | $1,729-29.1% | $10,614-88.5% | $1,587-22.8% |