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 | $81,351 | $101,317-19.7% | $146,958-44.6% | $74,495+9.2% |
| Participation rate | 81.6% | 75.5%+6.0pp | 82.2%-0.6pp | 67.2%+14.4pp |
| Annual return | 19.98% | 8730.91%-8710.9pp | 418.34%-398.4pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $1,374 | $3,810-63.9% | $4,933-72.1% | $2,623-47.6% |
| Participant deferral / active EE | $11,985 | $7,303+64.1% | $8,070+48.5% | $4,346+175.8% |
| Admin fee / account holder | $1,632 | $1,739-6.1% | $12,998-87.4% | $1,942-15.9% |