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 | $73,140 | $100,923-27.5% | $150,045-51.3% | $74,304-1.6% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.3%+14.3pp | 60.3%+36.3pp |
| Annual return | 34.28% | 51.77%-17.5pp | 62.55%-28.3pp | 29.43%+4.9pp |
| Employer contribution / active EE | $7,884 | $3,463+127.6% | $4,693+68.0% | $2,241+251.8% |
| Participant deferral / active EE | $15,734 | $6,709+134.5% | $7,997+96.7% | $3,767+317.6% |
| Admin fee / account holder | $1,313 | $2,767-52.6% | $13,435-90.2% | $2,969-55.8% |