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 | $73,987 | $58,523+26.4% | $99,443-25.6% | $72,985+1.4% |
| Participation rate | 93.9% | 64.6%+29.3pp | 73.8%+20.1pp | 69.5%+24.4pp |
| Annual return | 23.42% | 28.51%-5.1pp | 30.72%-7.3pp | 81.00%-57.6pp |
| Employer contribution / active EE | $898 | $1,512-40.6% | $2,540-64.6% | $2,440-63.2% |
| Participant deferral / active EE | $5,212 | $2,606+100.0% | $3,619+44.0% | $3,607+44.5% |
| Admin fee / account holder | $3,384 | $4,102-17.5% | $6,250-45.9% | $5,124-34.0% |