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 | $39,094 | $65,561-40.4% | $91,541-57.3% | $74,304-47.4% |
| Participation rate | 96.4% | 56.6%+39.8pp | 69.8%+26.6pp | 60.3%+36.0pp |
| Annual return | 13.62% | 17.68%-4.1pp | 20.50%-6.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,770 | $1,717+3.1% | $2,505-29.3% | $2,241-21.0% |
| Participant deferral / active EE | $3,358 | $2,918+15.1% | $4,008-16.2% | $3,767-10.9% |
| Admin fee / account holder | $7,332 | $3,333+120.0% | $6,956+5.4% | $2,969+147.0% |