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 | $37,105 | $72,012-48.5% | $185,823-80.0% | $79,858-53.5% |
| Participation rate | 96.7% | 65.8%+30.9pp | 78.0%+18.7pp | 69.6%+27.1pp |
| Annual return | 17.58% | 23.12%-5.5pp | 35.95%-18.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,511 | $1,965-23.1% | $4,087-63.0% | $2,471-38.8% |
| Participant deferral / active EE | $4,043 | $3,779+7.0% | $5,632-28.2% | $3,740+8.1% |
| Admin fee / account holder | $1,328 | $4,513-70.6% | $9,500-86.0% | $5,306-75.0% |