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 | $69,761 | $78,485-11.1% | $106,213-34.3% | $74,495-6.4% |
| Participation rate | 80.8% | 72.8%+8.0pp | 75.3%+5.6pp | 67.2%+13.6pp |
| Annual return | 12.27% | 15.95%-3.7pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,065 | $2,523+21.5% | $3,171-3.4% | $2,623+16.9% |
| Participant deferral / active EE | $4,529 | $4,322+4.8% | $5,016-9.7% | $4,346+4.2% |
| Admin fee / account holder | $1,833 | $2,232-17.9% | $11,033-83.4% | $1,942-5.6% |