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 | $88,007 | $58,208+51.2% | $81,812+7.6% | $80,856+8.8% |
| Participation rate | 72.6% | 63.4%+9.2pp | 72.3%+0.3pp | 67.6%+5.0pp |
| Annual return | 14.08% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,757 | $2,340+17.8% | $2,912-5.3% | $2,755+0.1% |
| Participant deferral / active EE | $6,805 | $3,281+107.4% | $4,319+57.6% | $4,296+58.4% |
| Admin fee / account holder | $6,949 | $4,981+39.5% | $7,386-5.9% | $6,918+0.4% |