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 | $75,893 | $93,373-18.7% | $152,466-50.2% | $85,850-11.6% |
| Participation rate | 95.7% | 70.1%+25.6pp | 78.2%+17.5pp | 69.3%+26.3pp |
| Annual return | 13.28% | 21.84%-8.6pp | 757.33%-744.0pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,852 | $2,996-4.8% | $4,327-34.1% | $2,565+11.2% |
| Participant deferral / active EE | $6,944 | $4,550+52.6% | $5,820+19.3% | $3,952+75.7% |
| Admin fee / account holder | $7,336 | $13,853-47.0% | $15,805-53.6% | $6,260+17.2% |