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 | $79,441 | $66,310+19.8% | $93,606-15.1% | $65,185+21.9% |
| Participation rate | 81.4% | 74.0%+7.4pp | 75.8%+5.5pp | 70.2%+11.2pp |
| Annual return | 20.64% | 42.58%-21.9pp | 32.76%-12.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,743 | $2,012-13.4% | $2,718-35.9% | $2,177-19.9% |
| Participant deferral / active EE | $3,666 | $3,342+9.7% | $4,069-9.9% | $3,514+4.3% |
| Admin fee / account holder | $12,487 | $6,897+81.1% | $7,888+58.3% | $847+1374.1% |