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 | $46,178 | $66,310-30.4% | $93,606-50.7% | $65,185-29.2% |
| Participation rate | 81.1% | 74.0%+7.1pp | 75.8%+5.3pp | 70.2%+10.9pp |
| Annual return | 17.88% | 42.58%-24.7pp | 32.76%-14.9pp | 29.38%-11.5pp |
| Employer contribution / active EE | $691 | $2,012-65.7% | $2,718-74.6% | $2,177-68.3% |
| Participant deferral / active EE | $1,625 | $3,342-51.4% | $4,069-60.1% | $3,514-53.8% |
| Admin fee / account holder | $3,254 | $6,897-52.8% | $7,888-58.7% | $847+284.2% |