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 | $59,010 | $95,803-38.4% | $113,168-47.9% | $84,808-30.4% |
| Participation rate | 89.6% | 72.9%+16.7pp | 76.6%+13.0pp | 68.3%+21.3pp |
| Annual return | 15.97% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,899 | $2,360-19.5% | $2,975-36.2% | $2,631-27.8% |
| Participant deferral / active EE | $4,648 | $4,242+9.6% | $5,107-9.0% | $4,212+10.4% |
| Admin fee / account holder | $4,787 | $8,989-46.7% | $12,068-60.3% | $7,344-34.8% |