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 | $67,823 | $58,655+15.6% | $91,989-26.3% | $65,185+4.0% |
| Participation rate | 81.4% | 75.3%+6.1pp | 78.6%+2.7pp | 70.2%+11.2pp |
| Annual return | 33.89% | 33.92%0pp | 69.02%-35.1pp | 29.38%+4.5pp |
| Employer contribution / active EE | $5,169 | $2,080+148.4% | $3,452+49.7% | $2,177+137.5% |
| Participant deferral / active EE | $7,003 | $5,474+27.9% | $5,923+18.2% | $3,514+99.3% |
| Admin fee / account holder | $731 | $434+68.2% | $7,743-90.6% | $847-13.8% |