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 | $96,250 | $65,561+46.8% | $86,188+11.7% | $75,163+28.1% |
| Participation rate | 94.3% | 60.5%+33.8pp | 69.0%+25.3pp | 67.2%+27.1pp |
| Annual return | 21.50% | 46.05%-24.6pp | 1168.45%-1147.0pp | 160.62%-139.1pp |
| Employer contribution / active EE | $578 | $1,553-62.7% | $2,380-75.7% | $2,670-78.3% |
| Participant deferral / active EE | $6,029 | $3,024+99.4% | $3,985+51.3% | $4,125+46.2% |
| Admin fee / account holder | $1,436 | $5,474-73.8% | $6,852-79.0% | $5,651-74.6% |