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 | $72,763 | $93,182-21.9% | $146,665-50.4% | $79,386-8.3% |
| Participation rate | 95.3% | 76.4%+18.9pp | 80.1%+15.3pp | 70.7%+24.6pp |
| Annual return | 14.77% | 21.61%-6.8pp | 22.74%-8.0pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,741 | $2,420-28.1% | $4,136-57.9% | $2,427-28.3% |
| Participant deferral / active EE | $7,634 | $4,169+83.1% | $5,506+38.7% | $4,046+88.7% |
| Admin fee / account holder | $8,056 | $585+1276.9% | $10,280-21.6% | $626+1185.9% |