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 | $36,424 | $100,923-63.9% | $150,045-75.7% | $74,304-51.0% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.6pp |
| Annual return | 53.64% | 51.77%+1.9pp | 62.55%-8.9pp | 29.43%+24.2pp |
| Employer contribution / active EE | $3,143 | $3,463-9.2% | $4,693-33.0% | $2,241+40.2% |
| Participant deferral / active EE | $3,628 | $6,709-45.9% | $7,997-54.6% | $3,767-3.7% |
| Admin fee / account holder | $3,702 | $2,767+33.8% | $13,435-72.4% | $2,969+24.7% |