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 | $37,047 | $98,750-62.5% | $149,696-75.3% | $79,858-53.6% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.3pp |
| Annual return | 17.67% | 27.43%-9.8pp | 276.60%-258.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,093 | $5,680+7.3% | $6,842-10.9% | $3,740+62.9% |
| Admin fee / account holder | $2,455 | $6,053-59.4% | $9,309-73.6% | $5,306-53.7% |