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 | $39,683 | $77,899-49.1% | $149,673-73.5% | $75,163-47.2% |
| Participation rate | 95.4% | 65.6%+29.8pp | 78.8%+16.6pp | 67.2%+28.2pp |
| Annual return | 17.83% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,708 | $3,137-13.7% | $4,818-43.8% | $2,670+1.4% |
| Participant deferral / active EE | $5,623 | $3,411+64.8% | $5,680-1.0% | $4,125+36.3% |
| Admin fee / account holder | $4,935 | $5,956-17.1% | $13,210-62.6% | $5,651-12.7% |