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 | $57,887 | $77,899-25.7% | $149,673-61.3% | $75,163-23.0% |
| Participation rate | 93.9% | 65.6%+28.3pp | 78.8%+15.1pp | 67.2%+26.7pp |
| Annual return | 26.46% | 31.72%-5.3pp | 134.42%-108.0pp | 160.62%-134.2pp |
| Employer contribution / active EE | $7,016 | $3,137+123.6% | $4,818+45.6% | $2,670+162.8% |
| Participant deferral / active EE | $4,341 | $3,411+27.3% | $5,680-23.6% | $4,125+5.2% |
| Admin fee / account holder | $1,696 | $5,956-71.5% | $13,210-87.2% | $5,651-70.0% |