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 | $79,274 | $101,317-21.8% | $146,958-46.1% | $74,495+6.4% |
| Participation rate | 82.0% | 75.5%+6.5pp | 82.2%-0.2pp | 67.2%+14.8pp |
| Annual return | 17.23% | 8730.91%-8713.7pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $4,104 | $3,810+7.7% | $4,933-16.8% | $2,623+56.5% |
| Participant deferral / active EE | $8,062 | $7,303+10.4% | $8,070-0.1% | $4,346+85.5% |
| Admin fee / account holder | $1,564 | $1,739-10.1% | $12,998-88.0% | $1,942-19.5% |