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 | $57,462 | $148,978-61.4% | $200,582-71.4% | $84,808-32.2% |
| Participation rate | 96.8% | 84.2%+12.6pp | 86.9%+9.9pp | 68.3%+28.5pp |
| Annual return | 25.14% | 28.16%-3.0pp | 42.33%-17.2pp | 40.90%-15.8pp |
| Employer contribution / active EE | $4,459 | $4,815-7.4% | $6,419-30.5% | $2,631+69.5% |
| Participant deferral / active EE | $6,675 | $7,142-6.5% | $9,331-28.5% | $4,212+58.5% |
| Admin fee / account holder | $1,425 | $13,977-89.8% | $16,305-91.3% | $7,344-80.6% |