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 | $15,027 | $49,915-69.9% | $154,803-90.3% | $74,304-79.8% |
| Participation rate | 95.2% | 54.0%+41.2pp | 78.1%+17.1pp | 60.3%+34.8pp |
| Annual return | 136.59% | 34.06%+102.5pp | 58.88%+77.7pp | 29.43%+107.2pp |
| Employer contribution / active EE | $357 | $1,611-77.9% | $4,305-91.7% | $2,241-84.1% |
| Participant deferral / active EE | $1,462 | $2,255-35.2% | $5,540-73.6% | $3,767-61.2% |
| Admin fee / account holder | $5,316 | $2,189+142.9% | $14,329-62.9% | $2,969+79.1% |