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 | $56,818 | $81,208-30.0% | $98,907-42.6% | $79,858-28.9% |
| Participation rate | 98.8% | 72.5%+26.2pp | 76.0%+22.7pp | 69.6%+29.1pp |
| Annual return | 16.84% | 60.99%-44.2pp | 196.43%-179.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $4,524 | $1,960+130.8% | $2,689+68.2% | $2,471+83.1% |
| Participant deferral / active EE | $5,150 | $3,265+57.7% | $4,244+21.3% | $3,740+37.7% |
| Admin fee / account holder | $2,070 | $6,013-65.6% | $6,642-68.8% | $5,306-61.0% |