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 | $118,998 | $80,724+47.4% | $103,333+15.2% | $74,495+59.7% |
| Participation rate | 88.2% | 65.7%+22.5pp | 74.5%+13.7pp | 67.2%+21.0pp |
| Annual return | 14.65% | 27.56%-12.9pp | 24.88%-10.2pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,669 | $3,157+16.2% | $3,868-5.1% | $2,623+39.9% |
| Participant deferral / active EE | $4,545 | $3,860+17.7% | $5,057-10.1% | $4,346+4.6% |
| Admin fee / account holder | $6,745 | $2,368+184.8% | $8,355-19.3% | $1,942+247.4% |