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 | $62,650 | $65,365-4.2% | $92,893-32.6% | $72,985-14.2% |
| Participation rate | 93.5% | 68.3%+25.2pp | 76.0%+17.5pp | 69.5%+24.0pp |
| Annual return | 21.26% | 42.10%-20.8pp | 109.41%-88.2pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,448 | $2,594-5.6% | $3,653-33.0% | $2,440+0.3% |
| Participant deferral / active EE | $4,768 | $3,128+52.4% | $4,236+12.5% | $3,607+32.2% |
| Admin fee / account holder | $2,480 | $4,251-41.7% | $5,794-57.2% | $5,124-51.6% |