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 | $57,375 | $91,407-37.2% | $135,903-57.8% | $71,457-19.7% |
| Participation rate | 74.3% | 75.7%-1.4pp | 81.9%-7.6pp | 67.9%+6.4pp |
| Annual return | 17.24% | 29.90%-12.7pp | 68.23%-51.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,048 | $3,703-71.7% | $4,856-78.4% | $2,588-59.5% |
| Participant deferral / active EE | $6,769 | $7,092-4.6% | $7,758-12.7% | $4,289+57.8% |
| Admin fee / account holder | $4,017 | $1,266+217.3% | $10,762-62.7% | $1,587+153.1% |