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 | $65,555 | $54,517+20.2% | $75,972-13.7% | $74,495-12.0% |
| Participation rate | 85.3% | 60.3%+25.0pp | 69.1%+16.2pp | 67.2%+18.1pp |
| Annual return | 10.96% | 31.82%-20.9pp | 359.55%-348.6pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,257 | $1,777+27.0% | $2,685-15.9% | $2,623-13.9% |
| Participant deferral / active EE | $2,511 | $3,066-18.1% | $4,255-41.0% | $4,346-42.2% |
| Admin fee / account holder | $1,362 | $2,229-38.9% | $6,467-78.9% | $1,942-29.8% |