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 | $96,556 | $78,485+23.0% | $106,213-9.1% | $74,495+29.6% |
| Participation rate | 87.4% | 72.8%+14.6pp | 75.3%+12.1pp | 67.2%+20.2pp |
| Annual return | 24.94% | 15.95%+9.0pp | 116.14%-91.2pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $4,912 | $2,523+94.7% | $3,171+54.9% | $2,623+87.3% |
| Participant deferral / active EE | $5,083 | $4,322+17.6% | $5,016+1.3% | $4,346+17.0% |
| Admin fee / account holder | $10,631 | $2,232+376.4% | $11,033-3.6% | $1,942+447.5% |