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 | $57,817 | $66,098-12.5% | $101,794-43.2% | $74,304-22.2% |
| Participation rate | 79.5% | 53.8%+25.7pp | 69.2%+10.3pp | 60.3%+19.1pp |
| Annual return | 17.92% | 19.59%-1.7pp | 30.53%-12.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,990 | $1,082+176.5% | $2,289+30.7% | $2,241+33.4% |
| Participant deferral / active EE | $2,788 | $2,781+0.2% | $4,084-31.7% | $3,767-26.0% |
| Admin fee / account holder | $3,141 | $4,146-24.2% | $8,777-64.2% | $2,969+5.8% |