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 | $57,895 | $77,503-25.3% | $100,391-42.3% | $80,856-28.4% |
| Participation rate | 89.1% | 76.9%+12.2pp | 81.5%+7.6pp | 67.6%+21.5pp |
| Annual return | 12.91% | 37.20%-24.3pp | 49.20%-36.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,549 | $2,801-44.7% | $3,942-60.7% | $2,755-43.8% |
| Participant deferral / active EE | $4,976 | $6,820-27.0% | $8,082-38.4% | $4,296+15.8% |
| Admin fee / account holder | $1,303 | $5,897-77.9% | $7,899-83.5% | $6,918-81.2% |