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 | $38,143 | $100,923-62.2% | $150,045-74.6% | $74,304-48.7% |
| Participation rate | 97.9% | 70.1%+27.8pp | 82.3%+15.5pp | 60.3%+37.5pp |
| Annual return | 81.61% | 51.77%+29.8pp | 62.55%+19.1pp | 29.43%+52.2pp |
| Employer contribution / active EE | $4,445 | $3,463+28.3% | $4,693-5.3% | $2,241+98.3% |
| Participant deferral / active EE | $11,273 | $6,709+68.0% | $7,997+41.0% | $3,767+199.2% |
| Admin fee / account holder | $3,623 | $2,767+30.9% | $13,435-73.0% | $2,969+22.0% |