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 | $31,610 | $58,264-45.7% | $86,612-63.5% | $71,457-55.8% |
| Participation rate | 73.0% | 65.0%+8.1pp | 71.7%+1.3pp | 67.9%+5.1pp |
| Annual return | 23.12% | 21.63%+1.5pp | 591.07%-567.9pp | 28.85%-5.7pp |
| Employer contribution / active EE | $1,590 | $2,574-38.2% | $3,022-47.4% | $2,588-38.6% |
| Participant deferral / active EE | $3,843 | $3,436+11.8% | $4,438-13.4% | $4,289-10.4% |
| Admin fee / account holder | $4,743 | $1,057+348.7% | $5,614-15.5% | $1,587+198.8% |