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 | $94,169 | $45,602+106.5% | $117,472-19.8% | $66,914+40.7% |
| Participation rate | 85.7% | 57.6%+28.1pp | 70.6%+15.1pp | 69.8%+15.9pp |
| Annual return | 6.60% | -16.74%+23.3pp | 29.74%-23.1pp | 1.58%+5.0pp |
| Employer contribution / active EE | $1,470 | $1,579-6.9% | $4,176-64.8% | $2,544-42.2% |
| Participant deferral / active EE | $4,403 | $2,845+54.8% | $4,070+8.2% | $4,237+3.9% |
| Admin fee / account holder | $6,356 | $661+862.1% | $5,645+12.6% | $593+971.3% |