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 | $28,728 | $49,915-42.4% | $154,803-81.4% | $74,304-61.3% |
| Participation rate | 73.1% | 54.0%+19.2pp | 78.1%-5.0pp | 60.3%+12.8pp |
| Annual return | 14.28% | 34.06%-19.8pp | 58.88%-44.6pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,370 | $1,611-15.0% | $4,305-68.2% | $2,241-38.9% |
| Participant deferral / active EE | $2,432 | $2,255+7.8% | $5,540-56.1% | $3,767-35.5% |
| Admin fee / account holder | $10,949 | $2,189+400.2% | $14,329-23.6% | $2,969+268.8% |