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 | $60,273 | $82,978-27.4% | $129,995-53.6% | $71,457-15.7% |
| Participation rate | 92.3% | 74.1%+18.2pp | 78.5%+13.8pp | 67.9%+24.4pp |
| Annual return | 61.97% | 20.60%+41.4pp | -137.18%+199.1pp | 28.85%+33.1pp |
| Employer contribution / active EE | $3,301 | $2,622+25.9% | $4,320-23.6% | $2,588+27.6% |
| Participant deferral / active EE | $6,464 | $4,432+45.8% | $5,820+11.1% | $4,289+50.7% |
| Admin fee / account holder | $2,198 | $1,729+27.2% | $10,614-79.3% | $1,587+38.5% |