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 | $50,101 | $87,870-43.0% | $113,168-55.7% | $74,304-32.6% |
| Participation rate | 77.4% | 70.7%+6.6pp | 76.6%+0.8pp | 60.3%+17.0pp |
| Annual return | 18.79% | 26.44%-7.6pp | 24.27%-5.5pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,473 | $2,277-35.3% | $2,975-50.5% | $2,241-34.3% |
| Participant deferral / active EE | $2,696 | $4,241-36.4% | $5,107-47.2% | $3,767-28.4% |
| Admin fee / account holder | $2,752 | $3,368-18.3% | $12,068-77.2% | $2,969-7.3% |