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 | $56,425 | $95,416-40.9% | $185,823-69.6% | $85,850-34.3% |
| Participation rate | 98.7% | 68.8%+30.0pp | 81.7%+17.0pp | 69.3%+29.4pp |
| Annual return | 46.89% | 23.59%+23.3pp | 122.05%-75.2pp | 318.53%-271.6pp |
| Employer contribution / active EE | $3,108 | $3,314-6.2% | $5,167-39.9% | $2,565+21.1% |
| Participant deferral / active EE | $5,617 | $3,423+64.1% | $5,568+0.9% | $3,952+42.1% |
| Admin fee / account holder | $4,533 | $7,213-37.2% | $16,237-72.1% | $6,260-27.6% |