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 | $88,837 | $99,985-11.1% | $146,665-39.4% | $85,850+3.5% |
| Participation rate | 97.3% | 73.1%+24.2pp | 80.1%+17.2pp | 69.3%+28.0pp |
| Annual return | 13.55% | 18.93%-5.4pp | 22.74%-9.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $5,497 | $2,559+114.8% | $4,136+32.9% | $2,565+114.3% |
| Participant deferral / active EE | $2,373 | $4,006-40.7% | $5,506-56.9% | $3,952-39.9% |
| Admin fee / account holder | $2,997 | $7,702-61.1% | $10,280-70.8% | $6,260-52.1% |