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 | $46,589 | $80,753-42.3% | $136,294-65.8% | $62,292-25.2% |
| Participation rate | 81.2% | 73.5%+7.7pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 131.54% | 35.83%+95.7pp | 5155.94%-5024.4pp | 28.90%+102.6pp |
| Employer contribution / active EE | $1,003 | $2,884-65.2% | $4,695-78.6% | $2,042-50.9% |
| Participant deferral / active EE | $3,548 | $5,164-31.3% | $6,247-43.2% | $3,169+12.0% |
| Admin fee / account holder | $553 | $525+5.3% | $9,243-94.0% | $479+15.4% |