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 | $96,599 | $80,724+19.7% | $103,333-6.5% | $74,495+29.7% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.3pp |
| Annual return | 30.90% | 27.56%+3.3pp | 24.88%+6.0pp | 1364.94%-1334.0pp |
| Employer contribution / active EE | $7,692 | $3,157+143.6% | $3,868+98.9% | $2,623+193.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $4,643 | $2,368+96.1% | $8,355-44.4% | $1,942+139.1% |