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 7-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 | $54,786 | $109,881-50.1% | $150,045-63.5% | $84,808-35.4% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 80.00% | 28.25%+51.7pp | 62.55%+17.4pp | 40.90%+39.1pp |
| Employer contribution / active EE | $5,177 | $3,561+45.4% | $4,693+10.3% | $2,631+96.8% |
| Participant deferral / active EE | $13,828 | $6,636+108.4% | $7,997+72.9% | $4,212+228.3% |
| Admin fee / account holder | $10,038 | $8,568+17.2% | $13,435-25.3% | $7,344+36.7% |