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 | $40,189 | $71,516-43.8% | $98,439-59.2% | $71,457-43.8% |
| Participation rate | 99.0% | 72.7%+26.3pp | 75.2%+23.9pp | 67.9%+31.1pp |
| Annual return | 17.91% | 32.41%-14.5pp | 21.16%-3.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,481 | $2,399+3.4% | $3,048-18.6% | $2,588-4.1% |
| Participant deferral / active EE | $4,078 | $4,109-0.8% | $4,738-13.9% | $4,289-4.9% |
| Admin fee / account holder | $1,353 | $1,675-19.2% | $8,948-84.9% | $1,587-14.7% |