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 | $45,879 | $100,923-54.5% | $150,045-69.4% | $74,304-38.3% |
| Participation rate | 77.1% | 70.1%+7.0pp | 82.3%-5.2pp | 60.3%+16.8pp |
| Annual return | 17.90% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,187 | $3,463-36.9% | $4,693-53.4% | $2,241-2.4% |
| Participant deferral / active EE | $3,137 | $6,709-53.3% | $7,997-60.8% | $3,767-16.7% |
| Admin fee / account holder | $7,882 | $2,767+184.9% | $13,435-41.3% | $2,969+165.5% |