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 | $75,343 | $93,571-19.5% | $135,903-44.6% | $75,163+0.2% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 17.70% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,636 | $3,537-25.5% | $4,856-45.7% | $2,670-1.3% |
| Participant deferral / active EE | $7,123 | $6,404+11.2% | $7,758-8.2% | $4,125+72.7% |
| Admin fee / account holder | $12,207 | $6,975+75.0% | $10,762+13.4% | $5,651+116.0% |