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 | $60,983 | $86,286-29.3% | $111,297-45.2% | $85,850-29.0% |
| Participation rate | 96.3% | 73.3%+23.0pp | 77.3%+19.0pp | 69.3%+27.0pp |
| Annual return | 16.08% | 19.99%-3.9pp | 54.65%-38.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,528 | $2,043+23.7% | $2,731-7.4% | $2,565-1.4% |
| Participant deferral / active EE | $5,088 | $3,641+39.7% | $4,487+13.4% | $3,952+28.7% |
| Admin fee / account holder | $1,290 | $8,188-84.2% | $7,964-83.8% | $6,260-79.4% |