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 | $44,347 | $85,766-48.3% | $136,294-67.5% | $70,131-36.8% |
| Participation rate | 96.5% | 74.2%+22.3pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 20.91% | 31.45%-10.5pp | 5155.94%-5135.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,713 | $2,966-42.2% | $4,695-63.5% | $2,342-26.9% |
| Participant deferral / active EE | $10,633 | $5,051+110.5% | $6,247+70.2% | $3,332+219.2% |
| Admin fee / account holder | $3,175 | $5,420-41.4% | $9,243-65.6% | $4,645-31.6% |