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 | $23,446 | $77,503-69.7% | $100,391-76.6% | $80,856-71.0% |
| Participation rate | 86.5% | 76.9%+9.5pp | 81.5%+5.0pp | 67.6%+18.8pp |
| Annual return | 13.88% | 37.20%-23.3pp | 49.20%-35.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,527 | $2,801-45.5% | $3,942-61.2% | $2,755-44.6% |
| Participant deferral / active EE | $5,641 | $6,820-17.3% | $8,082-30.2% | $4,296+31.3% |
| Admin fee / account holder | $1,954 | $5,897-66.9% | $7,899-75.3% | $6,918-71.8% |