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 | $61,418 | $93,571-34.4% | $135,903-54.8% | $75,163-18.3% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 67.2%+27.6pp |
| Annual return | 18.77% | 30.90%-12.1pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $4,440 | $3,537+25.5% | $4,856-8.6% | $2,670+66.3% |
| Participant deferral / active EE | $4,198 | $6,404-34.4% | $7,758-45.9% | $4,125+1.8% |
| Admin fee / account holder | $1,491 | $6,975-78.6% | $10,762-86.1% | $5,651-73.6% |