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 | $101,430 | $80,724+25.7% | $103,333-1.8% | $74,495+36.2% |
| Participation rate | 86.3% | 65.7%+20.6pp | 74.5%+11.8pp | 67.2%+19.1pp |
| Annual return | 16.02% | 27.56%-11.5pp | 24.88%-8.9pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $9,528 | $3,157+201.8% | $3,868+146.3% | $2,623+263.3% |
| Participant deferral / active EE | $7,129 | $3,860+84.7% | $5,057+41.0% | $4,346+64.1% |
| Admin fee / account holder | $14,058 | $2,368+493.7% | $8,355+68.3% | $1,942+624.0% |