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 | $51,510 | $63,764-19.2% | $81,930-37.1% | $79,858-35.5% |
| Participation rate | 95.1% | 67.5%+27.6pp | 72.0%+23.1pp | 69.6%+25.4pp |
| Annual return | 15.01% | 22.66%-7.6pp | 29.49%-14.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $641 | $1,795-64.3% | $4,310-85.1% | $2,471-74.0% |
| Participant deferral / active EE | $3,453 | $2,780+24.2% | $7,107-51.4% | $3,740-7.7% |
| Admin fee / account holder | $6,773 | $4,426+53.0% | $5,158+31.3% | $5,306+27.6% |