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 | $99,577 | $80,717+23.4% | $154,803-35.7% | $84,808+17.4% |
| Participation rate | 95.5% | 66.8%+28.7pp | 78.1%+17.5pp | 68.3%+27.2pp |
| Annual return | 17.00% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,586 | $2,761+66.1% | $4,305+6.5% | $2,631+74.3% |
| Participant deferral / active EE | $4,534 | $3,303+37.3% | $5,540-18.2% | $4,212+7.7% |
| Admin fee / account holder | $762 | $6,746-88.7% | $14,329-94.7% | $7,344-89.6% |