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 3-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 | $16,445 | $48,750-66.3% | $88,946-81.5% | $74,304-77.9% |
| Participation rate | 88.3% | 44.5%+43.8pp | 68.8%+19.5pp | 60.3%+28.0pp |
| Annual return | 42.72% | 25.91%+16.8pp | 57.82%-15.1pp | 29.43%+13.3pp |
| Employer contribution / active EE | $1,912 | $1,255+52.3% | $2,555-25.2% | $2,241-14.7% |
| Participant deferral / active EE | $4,670 | $2,423+92.7% | $4,581+1.9% | $3,767+24.0% |
| Admin fee / account holder | $4,616 | $3,756+22.9% | $8,261-44.1% | $2,969+55.5% |