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 | $108,472 | $95,416+13.7% | $185,823-41.6% | $85,850+26.4% |
| Participation rate | 93.8% | 68.8%+25.0pp | 81.7%+12.0pp | 69.3%+24.4pp |
| Annual return | 19.47% | 23.59%-4.1pp | 122.05%-102.6pp | 318.53%-299.1pp |
| Employer contribution / active EE | $5,591 | $3,314+68.7% | $5,167+8.2% | $2,565+117.9% |
| Participant deferral / active EE | $2,648 | $3,423-22.7% | $5,568-52.4% | $3,952-33.0% |
| Admin fee / account holder | $2,096 | $7,213-70.9% | $16,237-87.1% | $6,260-66.5% |