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 | $55,626 | $53,053+4.8% | $126,539-56.0% | $74,304-25.1% |
| Participation rate | 74.3% | 48.0%+26.2pp | 69.8%+4.5pp | 60.3%+13.9pp |
| Annual return | 15.42% | 29.46%-14.0pp | 425.95%-410.5pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,731 | $1,168+48.2% | $3,674-52.9% | $2,241-22.8% |
| Participant deferral / active EE | $1,983 | $2,303-13.9% | $4,083-51.4% | $3,767-47.4% |
| Admin fee / account holder | $1,887 | $3,698-49.0% | $6,065-68.9% | $2,969-36.4% |