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 | $109,396 | $79,171+38.2% | $102,423+6.8% | $74,495+46.9% |
| Participation rate | 73.7% | 74.8%-1.1pp | 76.5%-2.8pp | 67.2%+6.5pp |
| Annual return | 13.38% | 54.93%-41.6pp | 29.32%-15.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,909 | $2,362+23.1% | $3,023-3.8% | $2,623+10.9% |
| Participant deferral / active EE | $5,077 | $4,415+15.0% | $5,053+0.5% | $4,346+16.8% |
| Admin fee / account holder | $3,647 | $2,001+82.3% | $9,451-61.4% | $1,942+87.8% |