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 | $86,881 | $125,758-30.9% | $169,993-48.9% | $75,163+15.6% |
| Participation rate | 90.2% | 83.6%+6.6pp | 87.0%+3.2pp | 67.2%+23.0pp |
| Annual return | 13.92% | 27.20%-13.3pp | 53.37%-39.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,691 | $4,615-41.7% | $6,785-60.3% | $2,670+0.8% |
| Participant deferral / active EE | $4,803 | $6,837-29.8% | $10,408-53.9% | $4,125+16.4% |
| Admin fee / account holder | $15,070 | $8,173+84.4% | $12,815+17.6% | $5,651+166.7% |