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 | $113,125 | $84,487+33.9% | $125,339-9.7% | $66,914+69.1% |
| Participation rate | 94.2% | 76.4%+17.8pp | 82.4%+11.8pp | 69.8%+24.4pp |
| Annual return | 16.00% | -8.39%+24.4pp | 572.05%-556.1pp | 1.58%+14.4pp |
| Employer contribution / active EE | $2,656 | $3,553-25.2% | $4,814-44.8% | $2,544+4.4% |
| Participant deferral / active EE | $10,827 | $6,781+59.7% | $7,446+45.4% | $4,237+155.5% |
| Admin fee / account holder | $5,868 | $685+756.6% | $10,010-41.4% | $593+889.0% |