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 | $24,285 | $105,181-76.9% | $159,436-84.8% | $85,850-71.7% |
| Participation rate | 85.1% | 75.8%+9.3pp | 82.8%+2.2pp | 69.3%+15.7pp |
| Annual return | 17.79% | 45.07%-27.3pp | 263.57%-245.8pp | 318.53%-300.7pp |
| Employer contribution / active EE | $2,511 | $3,318-24.3% | $4,829-48.0% | $2,565-2.1% |
| Participant deferral / active EE | $3,228 | $5,945-45.7% | $7,352-56.1% | $3,952-18.3% |
| Admin fee / account holder | $1,399 | $6,933-79.8% | $10,799-87.0% | $6,260-77.7% |