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 | $92,757 | $87,870+5.6% | $113,168-18.0% | $74,304+24.8% |
| Participation rate | 92.0% | 70.7%+21.3pp | 76.6%+15.5pp | 60.3%+31.7pp |
| Annual return | 22.25% | 26.44%-4.2pp | 24.27%-2.0pp | 29.43%-7.2pp |
| Employer contribution / active EE | $1,034 | $2,277-54.6% | $2,975-65.2% | $2,241-53.9% |
| Participant deferral / active EE | $9,737 | $4,241+129.6% | $5,107+90.7% | $3,767+158.5% |
| Admin fee / account holder | $14,513 | $3,368+330.9% | $12,068+20.3% | $2,969+388.9% |