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 | $47,445 | $74,089-36.0% | $133,980-64.6% | $55,167-14.0% |
| Participation rate | 87.7% | 84.3%+3.5pp | 87.1%+0.7pp | 69.0%+18.7pp |
| Annual return | 15.10% | 12.11%+3.0pp | 29.30%-14.2pp | 169.23%-154.1pp |
| Employer contribution / active EE | $3,022 | $3,064-1.4% | $5,211-42.0% | $1,963+54.0% |
| Participant deferral / active EE | $6,210 | $4,678+32.8% | $6,282-1.1% | $3,054+103.3% |
| Admin fee / account holder | $598 | $458+30.6% | $9,324-93.6% | $504+18.7% |