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 5-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 | $65,119 | $100,923-35.5% | $150,045-56.6% | $74,304-12.4% |
| Participation rate | 87.0% | 70.1%+16.9pp | 82.3%+4.6pp | 60.3%+26.6pp |
| Annual return | 32.56% | 51.77%-19.2pp | 62.55%-30.0pp | 29.43%+3.1pp |
| Employer contribution / active EE | $4,131 | $3,463+19.3% | $4,693-12.0% | $2,241+84.3% |
| Participant deferral / active EE | $9,900 | $6,709+47.6% | $7,997+23.8% | $3,767+162.8% |
| Admin fee / account holder | $1,227 | $2,767-55.6% | $13,435-90.9% | $2,969-58.7% |