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 | $100,204 | $53,516+87.2% | $126,539-20.8% | $84,808+18.2% |
| Participation rate | 97.6% | 58.2%+39.4pp | 69.8%+27.8pp | 68.3%+29.3pp |
| Annual return | 16.67% | 58.34%-41.7pp | 425.95%-409.3pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,044 | $1,535+98.3% | $3,674-17.1% | $2,631+15.7% |
| Participant deferral / active EE | $7,799 | $2,671+192.0% | $4,083+91.0% | $4,212+85.2% |
| Admin fee / account holder | $1,397 | $4,497-68.9% | $6,065-77.0% | $7,344-81.0% |