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 7-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 | $49,589 | $104,475-52.5% | $159,436-68.9% | $79,386-37.5% |
| Participation rate | 85.8% | 76.6%+9.2pp | 82.8%+3.0pp | 70.7%+15.1pp |
| Annual return | 33.15% | 67.95%-34.8pp | 263.57%-230.4pp | 116.85%-83.7pp |
| Employer contribution / active EE | $3,126 | $3,417-8.5% | $4,829-35.3% | $2,427+28.8% |
| Participant deferral / active EE | $6,517 | $6,467+0.8% | $7,352-11.4% | $4,046+61.1% |
| Admin fee / account holder | $1,650 | $711+132.0% | $10,799-84.7% | $626+163.4% |