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 | $86,231 | $44,960+91.8% | $84,966+1.5% | $74,495+15.8% |
| Participation rate | 70.3% | 49.4%+21.0pp | 67.5%+2.8pp | 67.2%+3.1pp |
| Annual return | 17.29% | 26.24%-9.0pp | 66.38%-49.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,661 | $1,457+82.6% | $2,727-2.4% | $2,623+1.4% |
| Participant deferral / active EE | $6,129 | $2,731+124.4% | $4,519+35.6% | $4,346+41.0% |
| Admin fee / account holder | $2,786 | $2,209+26.1% | $6,149-54.7% | $1,942+43.5% |