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 | $80,673 | $109,881-26.6% | $150,045-46.2% | $84,808-4.9% |
| Participation rate | 88.0% | 76.1%+12.0pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 23.07% | 28.25%-5.2pp | 62.55%-39.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,722 | $3,561-23.6% | $4,693-42.0% | $2,631+3.5% |
| Participant deferral / active EE | $6,075 | $6,636-8.5% | $7,997-24.0% | $4,212+44.2% |
| Admin fee / account holder | $1,724 | $8,568-79.9% | $13,435-87.2% | $7,344-76.5% |