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 6-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 | $46,201 | $69,477-33.5% | $94,646-51.2% | $71,457-35.3% |
| Participation rate | 88.1% | 78.4%+9.6pp | 80.8%+7.2pp | 67.9%+20.2pp |
| Annual return | 41.88% | 29.66%+12.2pp | 156.71%-114.8pp | 28.85%+13.0pp |
| Employer contribution / active EE | $4,904 | $2,853+71.9% | $3,672+33.6% | $2,588+89.5% |
| Participant deferral / active EE | $12,952 | $7,345+76.3% | $7,418+74.6% | $4,289+202.0% |
| Admin fee / account holder | $3,668 | $1,210+203.2% | $7,231-49.3% | $1,587+131.1% |