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 | $59,401 | $54,701+8.6% | $86,188-31.1% | $71,457-16.9% |
| Participation rate | 85.9% | 60.1%+25.8pp | 69.0%+17.0pp | 67.9%+18.0pp |
| Annual return | 15.11% | 20.06%-4.9pp | 1168.45%-1153.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,487 | $1,265+17.5% | $2,380-37.5% | $2,588-42.5% |
| Participant deferral / active EE | $4,303 | $3,108+38.4% | $3,985+8.0% | $4,289+0.3% |
| Admin fee / account holder | $10,860 | $1,922+465.2% | $6,852+58.5% | $1,587+584.2% |