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 | $123,866 | $305,925-59.5% | $178,490-30.6% | - |
| Participation rate | 86.9% | 64.3%+22.5pp | 81.9%+4.9pp | - |
| Annual return | 16.75% | 10.58%+6.2pp | 151.07%-134.3pp | - |
| Employer contribution / active EE | $7,909 | $2,545+210.7% | $5,011+57.8% | - |
| Participant deferral / active EE | $5,788 | $2,511+130.5% | $5,202+11.3% | - |
| Admin fee / account holder | $8,683 | $21,071-58.8% | $13,984-37.9% | - |