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 | $99,084 | $104,475-5.2% | $159,436-37.9% | $79,386+24.8% |
| Participation rate | 90.0% | 76.6%+13.4pp | 82.8%+7.2pp | 70.7%+19.3pp |
| Annual return | 17.42% | 67.95%-50.5pp | 263.57%-246.1pp | 116.85%-99.4pp |
| Employer contribution / active EE | $3,528 | $3,417+3.3% | $4,829-26.9% | $2,427+45.3% |
| Participant deferral / active EE | $6,634 | $6,467+2.6% | $7,352-9.8% | $4,046+64.0% |
| Admin fee / account holder | $650 | $711-8.6% | $10,799-94.0% | $626+3.8% |