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 10-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 | $56,937 | $53,127+7.2% | $86,590-34.2% | $70,131-18.8% |
| Participation rate | 93.1% | 65.3%+27.8pp | 73.5%+19.6pp | 69.5%+23.6pp |
| Annual return | 19.53% | 27.66%-8.1pp | 964.84%-945.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $4,372 | $2,068+111.4% | $2,839+54.0% | $2,342+86.6% |
| Participant deferral / active EE | $5,632 | $2,696+108.9% | $3,609+56.1% | $3,332+69.0% |
| Admin fee / account holder | $1,229 | $3,585-65.7% | $4,906-75.0% | $4,645-73.6% |