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 | $86,105 | $100,923-14.7% | $150,045-42.6% | $74,304+15.9% |
| Participation rate | 85.7% | 70.1%+15.6pp | 82.3%+3.4pp | 60.3%+25.4pp |
| Annual return | 30.13% | 51.77%-21.6pp | 62.55%-32.4pp | 29.43%+0.7pp |
| Employer contribution / active EE | $4,754 | $3,463+37.3% | $4,693+1.3% | $2,241+112.1% |
| Participant deferral / active EE | $9,374 | $6,709+39.7% | $7,997+17.2% | $3,767+148.8% |
| Admin fee / account holder | $6,371 | $2,767+130.3% | $13,435-52.6% | $2,969+114.6% |