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 | $47,500 | $100,923-52.9% | $150,045-68.3% | $74,304-36.1% |
| Participation rate | 93.4% | 70.1%+23.4pp | 82.3%+11.1pp | 60.3%+33.1pp |
| Annual return | 30.72% | 51.77%-21.0pp | 62.55%-31.8pp | 29.43%+1.3pp |
| Employer contribution / active EE | $2,009 | $3,463-42.0% | $4,693-57.2% | $2,241-10.4% |
| Participant deferral / active EE | $5,791 | $6,709-13.7% | $7,997-27.6% | $3,767+53.7% |
| Admin fee / account holder | $2,215 | $2,767-19.9% | $13,435-83.5% | $2,969-25.4% |