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 | $112,888 | $121,341-7.0% | $189,513-40.4% | $79,386+42.2% |
| Participation rate | 91.0% | 86.1%+4.9pp | 87.8%+3.2pp | 70.7%+20.3pp |
| Annual return | 16.27% | 21.08%-4.8pp | 555.15%-538.9pp | 116.85%-100.6pp |
| Employer contribution / active EE | $3,121 | $3,915-20.3% | $6,162-49.3% | $2,427+28.6% |
| Participant deferral / active EE | $5,580 | $6,395-12.8% | $8,221-32.1% | $4,046+37.9% |
| Admin fee / account holder | $18,942 | $651+2808.2% | $12,045+57.3% | $626+2923.8% |