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 | $104,897 | $85,766+22.3% | $136,294-23.0% | $70,131+49.6% |
| Participation rate | 82.6% | 74.2%+8.5pp | 81.9%+0.7pp | 69.5%+13.1pp |
| Annual return | 18.67% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $3,506 | $2,966+18.2% | $4,695-25.3% | $2,342+49.7% |
| Participant deferral / active EE | $6,841 | $5,051+35.4% | $6,247+9.5% | $3,332+105.3% |
| Admin fee / account holder | $536 | $5,420-90.1% | $9,243-94.2% | $4,645-88.5% |