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 | $52,278 | $109,881-52.4% | $150,045-65.2% | $84,808-38.4% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 23.68% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $4,749 | $3,561+33.4% | $4,693+1.2% | $2,631+80.5% |
| Participant deferral / active EE | $8,902 | $6,636+34.1% | $7,997+11.3% | $4,212+111.4% |
| Admin fee / account holder | $1,289 | $8,568-85.0% | $13,435-90.4% | $7,344-82.4% |