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 | $59,412 | $86,944-31.7% | $107,525-44.7% | $74,304-20.0% |
| Participation rate | 91.1% | 59.6%+31.6pp | 75.1%+16.1pp | 60.3%+30.8pp |
| Annual return | 19.33% | 23.52%-4.2pp | 181.32%-162.0pp | 29.43%-10.1pp |
| Employer contribution / active EE | $4,302 | $2,757+56.1% | $3,754+14.6% | $2,241+92.0% |
| Participant deferral / active EE | $7,672 | $3,554+115.9% | $5,116+50.0% | $3,767+103.6% |
| Admin fee / account holder | $7,670 | $3,727+105.8% | $8,919-14.0% | $2,969+158.3% |