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 5-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 | $37,495 | $51,576-27.3% | $129,207-71.0% | $80,856-53.6% |
| Participation rate | 94.9% | 57.0%+37.9pp | 69.6%+25.3pp | 67.6%+27.3pp |
| Annual return | 27.86% | 20.81%+7.1pp | 9417.33%-9389.5pp | 35.59%-7.7pp |
| Employer contribution / active EE | $4,503 | $1,584+184.3% | $4,153+8.4% | $2,755+63.5% |
| Participant deferral / active EE | $9,294 | $2,669+248.3% | $4,168+123.0% | $4,296+116.4% |
| Admin fee / account holder | $3,974 | $4,305-7.7% | $7,715-48.5% | $6,918-42.6% |