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 | $64,039 | $86,929-26.3% | $102,423-37.5% | $80,856-20.8% |
| Participation rate | 91.8% | 72.4%+19.4pp | 76.5%+15.3pp | 67.6%+24.1pp |
| Annual return | 13.78% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,089 | $2,369-54.0% | $3,023-64.0% | $2,755-60.5% |
| Participant deferral / active EE | $4,639 | $4,118+12.6% | $5,053-8.2% | $4,296+8.0% |
| Admin fee / account holder | $2,202 | $8,049-72.6% | $9,451-76.7% | $6,918-68.2% |