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 | $37,866 | $81,208-53.4% | $98,907-61.7% | $79,858-52.6% |
| Participation rate | 88.8% | 72.5%+16.3pp | 76.0%+12.8pp | 69.6%+19.1pp |
| Annual return | 15.44% | 60.99%-45.6pp | 196.43%-181.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,304 | $1,960+17.5% | $2,689-14.3% | $2,471-6.8% |
| Participant deferral / active EE | $3,262 | $3,265-0.1% | $4,244-23.1% | $3,740-12.8% |
| Admin fee / account holder | $3,614 | $6,013-39.9% | $6,642-45.6% | $5,306-31.9% |