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 | $82,380 | $49,915+65.0% | $154,803-46.8% | $74,304+10.9% |
| Participation rate | 79.6% | 54.0%+25.7pp | 78.1%+1.6pp | 60.3%+19.3pp |
| Annual return | 14.47% | 34.06%-19.6pp | 58.88%-44.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $2,842 | $1,611+76.4% | $4,305-34.0% | $2,241+26.8% |
| Participant deferral / active EE | $2,791 | $2,255+23.8% | $5,540-49.6% | $3,767-25.9% |
| Admin fee / account holder | $5,322 | $2,189+143.1% | $14,329-62.9% | $2,969+79.3% |