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 8-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 | $52,602 | $51,576+2.0% | $129,207-59.3% | $80,856-34.9% |
| Participation rate | 75.6% | 57.0%+18.6pp | 69.6%+6.0pp | 67.6%+8.0pp |
| Annual return | 30.76% | 20.81%+10.0pp | 9417.33%-9386.6pp | 35.59%-4.8pp |
| Employer contribution / active EE | $4,354 | $1,584+174.9% | $4,153+4.8% | $2,755+58.1% |
| Participant deferral / active EE | $8,425 | $2,669+215.7% | $4,168+102.2% | $4,296+96.1% |
| Admin fee / account holder | $10,693 | $4,305+148.4% | $7,715+38.6% | $6,918+54.6% |