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 | $51,893 | $91,407-43.2% | $135,903-61.8% | $71,457-27.4% |
| Participation rate | 79.9% | 75.7%+4.2pp | 81.9%-2.1pp | 67.9%+11.9pp |
| Annual return | 22.73% | 29.90%-7.2pp | 68.23%-45.5pp | 28.85%-6.1pp |
| Employer contribution / active EE | $2,859 | $3,703-22.8% | $4,856-41.1% | $2,588+10.5% |
| Participant deferral / active EE | $3,971 | $7,092-44.0% | $7,758-48.8% | $4,289-7.4% |
| Admin fee / account holder | $2,316 | $1,266+83.0% | $10,762-78.5% | $1,587+45.9% |