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 | $31,669 | $98,750-67.9% | $149,696-78.8% | $79,858-60.3% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 28.41% | 27.43%+1.0pp | 276.60%-248.2pp | 31.71%-3.3pp |
| Employer contribution / active EE | $683 | $3,216-78.8% | $4,644-85.3% | $2,471-72.4% |
| Participant deferral / active EE | $2,907 | $5,680-48.8% | $6,842-57.5% | $3,740-22.3% |
| Admin fee / account holder | $934 | $6,053-84.6% | $9,309-90.0% | $5,306-82.4% |