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 | $51,495 | $67,984-24.3% | $65,493-21.4% | $74,304-30.7% |
| Participation rate | 71.0% | 66.3%+4.7pp | 73.1%-2.1pp | 60.3%+10.7pp |
| Annual return | 16.13% | 19.87%-3.7pp | 982.45%-966.3pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,723 | $2,491-30.8% | $2,574-33.1% | $2,241-23.1% |
| Participant deferral / active EE | $3,725 | $3,346+11.3% | $3,961-6.0% | $3,767-1.1% |
| Admin fee / account holder | $3,581 | $1,373+160.9% | $5,028-28.8% | $2,969+20.6% |