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 | $84,524 | $105,181-19.6% | $159,436-47.0% | $85,850-1.5% |
| Participation rate | 89.5% | 75.8%+13.8pp | 82.8%+6.7pp | 69.3%+20.2pp |
| Annual return | 14.66% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,017 | $3,318-69.3% | $4,829-78.9% | $2,565-60.3% |
| Participant deferral / active EE | $3,475 | $5,945-41.5% | $7,352-52.7% | $3,952-12.1% |
| Admin fee / account holder | $10,691 | $6,933+54.2% | $10,799-1.0% | $6,260+70.8% |