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 | $53,749 | $63,299-15.1% | $91,001-40.9% | $62,292-13.7% |
| Participation rate | 80.4% | 73.3%+7.0pp | 75.6%+4.8pp | 69.5%+10.8pp |
| Annual return | 17.03% | 20.99%-4.0pp | 4.60%+12.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,320 | $1,807+28.4% | $2,456-5.5% | $2,042+13.6% |
| Participant deferral / active EE | $2,498 | $2,943-15.1% | $3,547-29.6% | $3,169-21.2% |
| Admin fee / account holder | $5,260 | $468+1024.7% | $5,417-2.9% | $479+997.3% |