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 | $62,227 | $88,083-29.4% | $164,813-62.2% | $74,495-16.5% |
| Participation rate | 98.3% | 73.0%+25.3pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 24.07% | 17.26%+6.8pp | 69.93%-45.9pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $4,140 | $2,593+59.7% | $4,341-4.6% | $2,623+57.8% |
| Participant deferral / active EE | $9,074 | $4,498+101.8% | $6,031+50.5% | $4,346+108.8% |
| Admin fee / account holder | $13,473 | $2,234+503.2% | $12,690+6.2% | $1,942+593.9% |