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 | $54,080 | $86,944-37.8% | $107,525-49.7% | $74,304-27.2% |
| Participation rate | 77.3% | 59.6%+17.7pp | 75.1%+2.2pp | 60.3%+16.9pp |
| Annual return | 15.88% | 23.52%-7.6pp | 181.32%-165.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $782 | $2,757-71.6% | $3,754-79.2% | $2,241-65.1% |
| Participant deferral / active EE | $3,521 | $3,554-0.9% | $5,116-31.2% | $3,767-6.5% |
| Admin fee / account holder | $1,662 | $3,727-55.4% | $8,919-81.4% | $2,969-44.0% |