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 | $95,974 | $98,750-2.8% | $149,696-35.9% | $79,858+20.2% |
| Participation rate | 98.8% | 75.8%+23.1pp | 82.5%+16.3pp | 69.6%+29.2pp |
| Annual return | 22.20% | 27.43%-5.2pp | 276.60%-254.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $5,108 | $3,216+58.8% | $4,644+10.0% | $2,471+106.7% |
| Participant deferral / active EE | $8,046 | $5,680+41.7% | $6,842+17.6% | $3,740+115.1% |
| Admin fee / account holder | $3,198 | $6,053-47.2% | $9,309-65.6% | $5,306-39.7% |