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 | $46,391 | $51,576-10.1% | $129,207-64.1% | $80,856-42.6% |
| Participation rate | 97.1% | 57.0%+40.1pp | 69.6%+27.5pp | 67.6%+29.5pp |
| Annual return | 15.77% | 20.81%-5.0pp | 9417.33%-9401.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,326 | $1,584+110.0% | $4,153-19.9% | $2,755+20.8% |
| Participant deferral / active EE | $3,341 | $2,669+25.2% | $4,168-19.8% | $4,296-22.2% |
| Admin fee / account holder | $3,122 | $4,305-27.5% | $7,715-59.5% | $6,918-54.9% |