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 | $79,873 | $80,968-1.4% | $96,544-17.3% | $75,163+6.3% |
| Participation rate | 88.0% | 71.8%+16.2pp | 76.0%+12.0pp | 67.2%+20.8pp |
| Annual return | 16.28% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.3pp |
| Employer contribution / active EE | $908 | $2,282-60.2% | $2,965-69.4% | $2,670-66.0% |
| Participant deferral / active EE | $4,685 | $3,928+19.3% | $4,851-3.4% | $4,125+13.6% |
| Admin fee / account holder | $2,228 | $6,724-66.9% | $8,252-73.0% | $5,651-60.6% |