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 | $114,848 | $91,190+25.9% | $178,490-35.7% | $79,858+43.8% |
| Participation rate | 83.2% | 69.2%+14.0pp | 81.9%+1.2pp | 69.6%+13.5pp |
| Annual return | 13.51% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,151 | $3,256-3.2% | $5,011-37.1% | $2,471+27.5% |
| Participant deferral / active EE | $5,778 | $3,236+78.6% | $5,202+11.1% | $3,740+54.5% |
| Admin fee / account holder | $1,417 | $6,751-79.0% | $13,984-89.9% | $5,306-73.3% |