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 | $52,065 | $54,590-4.6% | $81,930-36.5% | $73,488-29.2% |
| Participation rate | 88.6% | 68.3%+20.3pp | 72.0%+16.6pp | 70.7%+17.9pp |
| Annual return | 21.90% | 17.74%+4.2pp | 29.49%-7.6pp | 28.51%-6.6pp |
| Employer contribution / active EE | $1,372 | $1,636-16.2% | $4,310-68.2% | $2,270-39.6% |
| Participant deferral / active EE | $3,021 | $2,759+9.5% | $7,107-57.5% | $3,740-19.2% |
| Admin fee / account holder | $310 | $592-47.7% | $5,158-94.0% | $513-39.6% |