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 | $50,358 | $76,670-34.3% | $96,683-47.9% | $71,457-29.5% |
| Participation rate | 95.3% | 66.6%+28.7pp | 74.3%+20.9pp | 67.9%+27.4pp |
| Annual return | 20.24% | 48.29%-28.0pp | 35.69%-15.5pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,963 | $3,031-35.2% | $3,737-47.5% | $2,588-24.1% |
| Participant deferral / active EE | $4,703 | $3,771+24.7% | $4,878-3.6% | $4,289+9.7% |
| Admin fee / account holder | $2,239 | $2,028+10.4% | $6,730-66.7% | $1,587+41.0% |