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 | $43,935 | $54,705-19.7% | $71,209-38.3% | $84,808-48.2% |
| Participation rate | 95.5% | 64.1%+31.4pp | 73.8%+21.7pp | 68.3%+27.1pp |
| Annual return | 30.01% | 35.90%-5.9pp | 282.51%-252.5pp | 40.90%-10.9pp |
| Employer contribution / active EE | $3,544 | $2,158+64.2% | $2,721+30.3% | $2,631+34.7% |
| Participant deferral / active EE | $9,355 | $3,030+208.7% | $4,175+124.1% | $4,212+122.1% |
| Admin fee / account holder | $1,637 | $4,863-66.3% | $5,349-69.4% | $7,344-77.7% |