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 | $42,410 | $60,892-30.4% | $82,389-48.5% | $84,808-50.0% |
| Participation rate | 94.1% | 63.3%+30.8pp | 69.5%+24.6pp | 68.3%+25.8pp |
| Annual return | 23.02% | 37.29%-14.3pp | 28.67%-5.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $3,095 | $1,779+74.0% | $2,517+23.0% | $2,631+17.6% |
| Participant deferral / active EE | $5,258 | $3,179+65.4% | $4,155+26.6% | $4,212+24.9% |
| Admin fee / account holder | $2,839 | $5,467-48.1% | $7,231-60.7% | $7,344-61.3% |