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 | $50,687 | $59,101-14.2% | $77,163-34.3% | $75,163-32.6% |
| Participation rate | 95.2% | 63.9%+31.3pp | 69.6%+25.6pp | 67.2%+28.0pp |
| Annual return | 17.56% | 26.71%-9.1pp | 37.87%-20.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,541 | $1,995+27.3% | $2,535+0.2% | $2,670-4.8% |
| Participant deferral / active EE | $5,312 | $2,999+77.1% | $3,833+38.6% | $4,125+28.8% |
| Admin fee / account holder | $5,671 | $4,774+18.8% | $5,472+3.6% | $5,651+0.4% |