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 | $102,608 | $70,908+44.7% | $98,907+3.7% | $73,488+39.6% |
| Participation rate | 76.6% | 73.8%+2.8pp | 76.0%+0.6pp | 70.7%+5.9pp |
| Annual return | 22.07% | 34.17%-12.1pp | 196.43%-174.4pp | 28.51%-6.4pp |
| Employer contribution / active EE | $1,902 | $2,036-6.6% | $2,689-29.3% | $2,270-16.2% |
| Participant deferral / active EE | $3,728 | $3,500+6.5% | $4,244-12.2% | $3,740-0.3% |
| Admin fee / account holder | $3,113 | $535+482.0% | $6,642-53.1% | $513+506.8% |