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 | $86,737 | $56,053+54.7% | $75,972+14.2% | $80,856+7.3% |
| Participation rate | 94.2% | 62.0%+32.2pp | 69.1%+25.1pp | 67.6%+26.5pp |
| Annual return | 14.45% | 20.53%-6.1pp | 359.55%-345.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,719 | $1,874-8.3% | $2,685-36.0% | $2,755-37.6% |
| Participant deferral / active EE | $3,544 | $3,052+16.1% | $4,255-16.7% | $4,296-17.5% |
| Admin fee / account holder | $3,891 | $5,234-25.6% | $6,467-39.8% | $6,918-43.7% |