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 | $119,387 | $98,750+20.9% | $149,696-20.2% | $79,858+49.5% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.3pp |
| Annual return | 19.09% | 27.43%-8.3pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $3,117 | $3,216-3.1% | $4,644-32.9% | $2,471+26.1% |
| Participant deferral / active EE | $7,315 | $5,680+28.8% | $6,842+6.9% | $3,740+95.6% |
| Admin fee / account holder | $9,539 | $6,053+57.6% | $9,309+2.5% | $5,306+79.8% |