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 | $55,212 | $87,870-37.2% | $113,168-51.2% | $74,304-25.7% |
| Participation rate | 93.5% | 70.7%+22.7pp | 76.6%+16.9pp | 60.3%+33.1pp |
| Annual return | 14.98% | 26.44%-11.5pp | 24.27%-9.3pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,100 | $2,277-51.7% | $2,975-63.0% | $2,241-50.9% |
| Participant deferral / active EE | $2,648 | $4,241-37.6% | $5,107-48.1% | $3,767-29.7% |
| Admin fee / account holder | $2,778 | $3,368-17.5% | $12,068-77.0% | $2,969-6.4% |