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 | $28,192 | $57,016-50.6% | $84,966-66.8% | $80,856-65.1% |
| Participation rate | 89.9% | 56.3%+33.5pp | 67.5%+22.4pp | 67.6%+22.2pp |
| Annual return | 12.82% | 21.66%-8.8pp | 66.38%-53.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,436 | $1,798-20.1% | $2,727-47.4% | $2,755-47.9% |
| Participant deferral / active EE | $2,886 | $3,110-7.2% | $4,519-36.1% | $4,296-32.8% |
| Admin fee / account holder | $9,368 | $4,980+88.1% | $6,149+52.4% | $6,918+35.4% |