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 | $32,119 | $66,098-51.4% | $101,794-68.4% | $74,304-56.8% |
| Participation rate | 92.4% | 53.8%+38.7pp | 69.2%+23.2pp | 60.3%+32.1pp |
| Annual return | 16.80% | 19.59%-2.8pp | 30.53%-13.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,160 | $1,082+7.3% | $2,289-49.3% | $2,241-48.2% |
| Participant deferral / active EE | $2,012 | $2,781-27.6% | $4,084-50.7% | $3,767-46.6% |
| Admin fee / account holder | $2,156 | $4,146-48.0% | $8,777-75.4% | $2,969-27.4% |