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 | $61,049 | $125,758-51.5% | $169,993-64.1% | $75,163-18.8% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.0%+9.7pp | 67.2%+29.5pp |
| Annual return | 16.85% | 27.20%-10.4pp | 53.37%-36.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,767 | $4,615-40.0% | $6,785-59.2% | $2,670+3.7% |
| Participant deferral / active EE | $4,445 | $6,837-35.0% | $10,408-57.3% | $4,125+7.7% |
| Admin fee / account holder | $1,515 | $8,173-81.5% | $12,815-88.2% | $5,651-73.2% |