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 4-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 | $94,033 | $91,407+2.9% | $135,903-30.8% | $71,457+31.6% |
| Participation rate | 82.6% | 75.7%+6.9pp | 81.9%+0.7pp | 67.9%+14.7pp |
| Annual return | 1255.45% | 29.90%+1225.6pp | 68.23%+1187.2pp | 28.85%+1226.6pp |
| Employer contribution / active EE | $4,952 | $3,703+33.7% | $4,856+2.0% | $2,588+91.4% |
| Participant deferral / active EE | $8,603 | $7,092+21.3% | $7,758+10.9% | $4,289+100.6% |
| Admin fee / account holder | $1,388 | $1,266+9.7% | $10,762-87.1% | $1,587-12.5% |