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 | $31,036 | $100,923-69.2% | $150,045-79.3% | $74,304-58.2% |
| Participation rate | 82.1% | 70.1%+12.1pp | 82.3%-0.2pp | 60.3%+21.8pp |
| Annual return | 38.13% | 51.77%-13.6pp | 62.55%-24.4pp | 29.43%+8.7pp |
| Employer contribution / active EE | $808 | $3,463-76.7% | $4,693-82.8% | $2,241-63.9% |
| Participant deferral / active EE | $3,678 | $6,709-45.2% | $7,997-54.0% | $3,767-2.4% |
| Admin fee / account holder | $1,200 | $2,767-56.6% | $13,435-91.1% | $2,969-59.6% |