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 | $81,857 | $109,881-25.5% | $150,045-45.4% | $84,808-3.5% |
| Participation rate | 95.4% | 76.1%+19.3pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 15.82% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,045 | $3,561-70.6% | $4,693-77.7% | $2,631-60.3% |
| Participant deferral / active EE | $4,827 | $6,636-27.3% | $7,997-39.6% | $4,212+14.6% |
| Admin fee / account holder | $8,793 | $8,568+2.6% | $13,435-34.6% | $7,344+19.7% |