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 | $35,734 | $89,652-60.1% | $141,162-74.7% | $65,185-45.2% |
| Participation rate | 82.2% | 74.7%+7.5pp | 82.5%-0.3pp | 70.2%+12.0pp |
| Annual return | 25.60% | 32.79%-7.2pp | 71.39%-45.8pp | 29.38%-3.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,840 | $5,691-32.5% | $6,709-42.8% | $3,514+9.3% |
| Admin fee / account holder | $368 | $569-35.3% | $10,261-96.4% | $847-56.5% |