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 | $108,541 | $88,083+23.2% | $164,813-34.1% | $74,495+45.7% |
| Participation rate | 84.8% | 73.0%+11.7pp | 78.6%+6.2pp | 67.2%+17.6pp |
| Annual return | 33.05% | 17.26%+15.8pp | 69.93%-36.9pp | 1364.94%-1331.9pp |
| Employer contribution / active EE | $2,379 | $2,593-8.3% | $4,341-45.2% | $2,623-9.3% |
| Participant deferral / active EE | $4,424 | $4,498-1.6% | $6,031-26.7% | $4,346+1.8% |
| Admin fee / account holder | $17,542 | $2,234+685.3% | $12,690+38.2% | $1,942+803.4% |