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 | $60,398 | $48,750+23.9% | $88,946-32.1% | $74,304-18.7% |
| Participation rate | 100.0% | 44.5%+55.5pp | 68.8%+31.2pp | 60.3%+39.7pp |
| Annual return | 18.01% | 25.91%-7.9pp | 57.82%-39.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $6,847 | $1,255+445.6% | $2,555+168.0% | $2,241+205.5% |
| Participant deferral / active EE | $5,959 | $2,423+145.9% | $4,581+30.1% | $3,767+58.2% |
| Admin fee / account holder | $387 | $3,756-89.7% | $8,261-95.3% | $2,969-87.0% |