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 | $54,295 | $96,484-43.7% | $156,263-65.3% | $74,304-26.9% |
| Participation rate | 84.3% | 67.7%+16.7pp | 78.9%+5.4pp | 60.3%+24.0pp |
| Annual return | 19.31% | 17.73%+1.6pp | 59.47%-40.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,389 | $2,528-5.5% | $4,333-44.9% | $2,241+6.6% |
| Participant deferral / active EE | $2,454 | $4,286-42.8% | $6,158-60.2% | $3,767-34.9% |
| Admin fee / account holder | $2,668 | $3,728-28.4% | $14,255-81.3% | $2,969-10.1% |