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 | $67,437 | $65,390+3.1% | $169,368-60.2% | $71,457-5.6% |
| Participation rate | 83.9% | 67.0%+17.0pp | 77.1%+6.8pp | 67.9%+16.0pp |
| Annual return | 33.90% | 21.31%+12.6pp | 405.60%-371.7pp | 28.85%+5.1pp |
| Employer contribution / active EE | $5,076 | $2,079+144.2% | $4,013+26.5% | $2,588+96.2% |
| Participant deferral / active EE | $11,729 | $4,367+168.6% | $6,221+88.5% | $4,289+173.5% |
| Admin fee / account holder | $959 | $1,324-27.6% | $9,003-89.3% | $1,587-39.6% |