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 | $95,074 | $57,281+66.0% | $86,612+9.8% | $75,163+26.5% |
| Participation rate | 95.1% | 63.2%+31.9pp | 71.7%+23.4pp | 67.2%+27.9pp |
| Annual return | 17.53% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,188 | $2,314-5.5% | $3,022-27.6% | $2,670-18.1% |
| Participant deferral / active EE | $5,160 | $3,318+55.5% | $4,438+16.3% | $4,125+25.1% |
| Admin fee / account holder | $873 | $4,112-78.8% | $5,614-84.4% | $5,651-84.5% |