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 | $84,140 | $88,083-4.5% | $164,813-48.9% | $74,495+12.9% |
| Participation rate | 80.2% | 73.0%+7.1pp | 78.6%+1.6pp | 67.2%+13.0pp |
| Annual return | 15.78% | 17.26%-1.5pp | 69.93%-54.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $5,570 | $2,593+114.8% | $4,341+28.3% | $2,623+112.4% |
| Participant deferral / active EE | $7,239 | $4,498+60.9% | $6,031+20.0% | $4,346+66.6% |
| Admin fee / account holder | $4,409 | $2,234+97.4% | $12,690-65.3% | $1,942+127.1% |