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 | $56,124 | $64,480-13.0% | $81,382-31.0% | $80,856-30.6% |
| Participation rate | 75.6% | 63.9%+11.7pp | 69.5%+6.1pp | 67.6%+7.9pp |
| Annual return | 10.42% | 16.34%-5.9pp | 24.73%-14.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $4,383 | $1,978+121.5% | $2,463+78.0% | $2,755+59.1% |
| Participant deferral / active EE | $2,616 | $3,094-15.4% | $3,883-32.6% | $4,296-39.1% |
| Admin fee / account holder | $15,912 | $5,671+180.6% | $5,768+175.8% | $6,918+130.0% |