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 | $58,170 | $93,571-37.8% | $135,903-57.2% | $75,163-22.6% |
| Participation rate | 71.2% | 75.2%-4.0pp | 81.9%-10.7pp | 67.2%+4.0pp |
| Annual return | 17.10% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,732 | $3,537-22.8% | $4,856-43.8% | $2,670+2.3% |
| Participant deferral / active EE | $8,022 | $6,404+25.3% | $7,758+3.4% | $4,125+94.5% |
| Admin fee / account holder | $24,154 | $6,975+246.3% | $10,762+124.4% | $5,651+327.4% |