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 | $79,060 | $58,208+35.8% | $81,812-3.4% | $80,856-2.2% |
| Participation rate | 84.5% | 63.4%+21.1pp | 72.3%+12.2pp | 67.6%+16.9pp |
| Annual return | 15.06% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,172 | $2,340-7.2% | $2,912-25.4% | $2,755-21.2% |
| Participant deferral / active EE | $3,288 | $3,281+0.2% | $4,319-23.9% | $4,296-23.5% |
| Admin fee / account holder | $9,443 | $4,981+89.6% | $7,386+27.9% | $6,918+36.5% |