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 9-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 | $53,559 | $76,552-30.0% | $123,892-56.8% | $62,891-14.8% |
| Participation rate | 96.6% | 73.0%+23.6pp | 81.4%+15.2pp | 69.3%+27.3pp |
| Annual return | 7.23% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $5,470 | $2,883+89.8% | $4,617+18.5% | $2,281+139.8% |
| Participant deferral / active EE | $6,592 | $4,840+36.2% | $5,984+10.2% | $3,203+105.8% |
| Admin fee / account holder | $3,902 | $4,826-19.1% | $8,357-53.3% | $4,296-9.2% |