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 | $41,294 | $85,766-51.9% | $136,294-69.7% | $70,131-41.1% |
| Participation rate | 93.8% | 74.2%+19.7pp | 81.9%+11.9pp | 69.5%+24.3pp |
| Annual return | 14.99% | 31.45%-16.5pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $4,538 | $2,966+53.0% | $4,695-3.4% | $2,342+93.7% |
| Participant deferral / active EE | $2,653 | $5,051-47.5% | $6,247-57.5% | $3,332-20.4% |
| Admin fee / account holder | $858 | $5,420-84.2% | $9,243-90.7% | $4,645-81.5% |