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 8-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 | $37,585 | $66,310-43.3% | $93,606-59.8% | $65,185-42.3% |
| Participation rate | 84.2% | 74.0%+10.2pp | 75.8%+8.4pp | 70.2%+14.0pp |
| Annual return | 60.86% | 42.58%+18.3pp | 32.76%+28.1pp | 29.38%+31.5pp |
| Employer contribution / active EE | $4,116 | $2,012+104.6% | $2,718+51.4% | $2,177+89.1% |
| Participant deferral / active EE | $9,309 | $3,342+178.6% | $4,069+128.8% | $3,514+164.9% |
| Admin fee / account holder | $413 | $6,897-94.0% | $7,888-94.8% | $847-51.3% |