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 | $63,461 | $85,766-26.0% | $136,294-53.4% | $70,131-9.5% |
| Participation rate | 89.4% | 74.2%+15.3pp | 81.9%+7.5pp | 69.5%+19.9pp |
| Annual return | 20.61% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,251 | $2,966-57.8% | $4,695-73.3% | $2,342-46.6% |
| Participant deferral / active EE | $6,485 | $5,051+28.4% | $6,247+3.8% | $3,332+94.7% |
| Admin fee / account holder | $1,957 | $5,420-63.9% | $9,243-78.8% | $4,645-57.9% |