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 | $88,858 | $98,750-10.0% | $149,696-40.6% | $79,858+11.3% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.4pp |
| Annual return | 15.45% | 27.43%-12.0pp | 276.60%-261.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,839 | $3,216+19.4% | $4,644-17.3% | $2,471+55.4% |
| Participant deferral / active EE | $9,878 | $5,680+73.9% | $6,842+44.4% | $3,740+164.1% |
| Admin fee / account holder | $13,199 | $6,053+118.1% | $9,309+41.8% | $5,306+148.7% |