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 | $87,355 | $77,899+12.1% | $149,673-41.6% | $75,163+16.2% |
| Participation rate | 98.5% | 65.6%+32.9pp | 78.8%+19.7pp | 67.2%+31.3pp |
| Annual return | 20.09% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $6,559 | $3,137+109.1% | $4,818+36.1% | $2,670+145.7% |
| Participant deferral / active EE | $4,959 | $3,411+45.4% | $5,680-12.7% | $4,125+20.2% |
| Admin fee / account holder | $7,657 | $5,956+28.6% | $13,210-42.0% | $5,651+35.5% |