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 | $71,431 | $62,127+15.0% | $81,382-12.2% | $74,495-4.1% |
| Participation rate | 70.3% | 64.0%+6.3pp | 69.5%+0.8pp | 67.2%+3.1pp |
| Annual return | 16.23% | 16.48%-0.3pp | 24.73%-8.5pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,446 | $3,229+68.6% | $3,883+40.2% | $4,346+25.3% |
| Admin fee / account holder | $3,406 | $1,934+76.1% | $5,768-41.0% | $1,942+75.4% |