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 | $38,680 | $48,230-19.8% | $67,502-42.7% | $80,856-52.2% |
| Participation rate | 83.7% | 66.4%+17.3pp | 72.9%+10.8pp | 67.6%+16.1pp |
| Annual return | 14.79% | 18.28%-3.5pp | 3512.12%-3497.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,358 | $2,020+16.7% | $2,731-13.7% | $2,755-14.4% |
| Participant deferral / active EE | $3,515 | $2,924+20.2% | $4,000-12.1% | $4,296-18.2% |
| Admin fee / account holder | $1,602 | $3,681-56.5% | $3,998-59.9% | $6,918-76.8% |