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 | $19,031 | $60,892-68.7% | $82,389-76.9% | $84,808-77.6% |
| Participation rate | 88.3% | 63.3%+25.0pp | 69.5%+18.8pp | 68.3%+20.0pp |
| Annual return | 597.18% | 37.29%+559.9pp | 28.67%+568.5pp | 40.90%+556.3pp |
| Employer contribution / active EE | $2,053 | $1,779+15.4% | $2,517-18.5% | $2,631-22.0% |
| Participant deferral / active EE | $4,173 | $3,179+31.3% | $4,155+0.4% | $4,212-0.9% |
| Admin fee / account holder | $10,241 | $5,467+87.3% | $7,231+41.6% | $7,344+39.5% |