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 | $79,568 | $71,370+11.5% | $198,754-60.0% | $71,370+11.5% |
| Participation rate | 84.5% | 55.1%+29.3pp | 81.4%+3.0pp | 55.1%+29.3pp |
| Annual return | 15.17% | 15.87%-0.7pp | 4947.04%-4931.9pp | 15.87%-0.7pp |
| Employer contribution / active EE | $2,913 | $1,874+55.4% | $4,008-27.3% | $1,874+55.4% |
| Participant deferral / active EE | $3,367 | $2,656+26.8% | $4,138-18.6% | $2,656+26.8% |
| Admin fee / account holder | $3,046 | $6,050-49.7% | $12,082-74.8% | $6,050-49.7% |