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 | $78,260 | $109,413-28.5% | $156,263-49.9% | $84,808-7.7% |
| Participation rate | 92.0% | 72.7%+19.4pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 13.53% | 20.18%-6.7pp | 59.47%-45.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,821 | $2,907-37.4% | $4,333-58.0% | $2,631-30.8% |
| Participant deferral / active EE | $2,872 | $4,590-37.4% | $6,158-53.4% | $4,212-31.8% |
| Admin fee / account holder | $2,524 | $9,357-73.0% | $14,255-82.3% | $7,344-65.6% |