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 | $99,749 | $89,753+11.1% | $107,525-7.2% | $84,808+17.6% |
| Participation rate | 84.2% | 68.1%+16.1pp | 75.1%+9.1pp | 68.3%+15.9pp |
| Annual return | 17.37% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $16,817 | $3,113+440.1% | $3,754+348.0% | $2,631+539.2% |
| Participant deferral / active EE | $2,303 | $4,056-43.2% | $5,116-55.0% | $4,212-45.3% |
| Admin fee / account holder | $4,807 | $7,222-33.4% | $8,919-46.1% | $7,344-34.5% |