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 5-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 | $55,065 | $60,022-8.3% | $88,946-38.1% | $84,808-35.1% |
| Participation rate | 98.9% | 57.8%+41.1pp | 68.8%+30.1pp | 68.3%+30.6pp |
| Annual return | 22.66% | 22.43%+0.2pp | 57.82%-35.2pp | 40.90%-18.2pp |
| Employer contribution / active EE | $5,192 | $1,703+204.9% | $2,555+103.2% | $2,631+97.3% |
| Participant deferral / active EE | $8,672 | $3,114+178.5% | $4,581+89.3% | $4,212+105.9% |
| Admin fee / account holder | $2,868 | $4,811-40.4% | $8,261-65.3% | $7,344-61.0% |