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 | $102,354 | $102,3170% | $146,958-30.4% | $80,856+26.6% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 12.92% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,291 | $3,713-11.4% | $4,933-33.3% | $2,755+19.4% |
| Participant deferral / active EE | $6,934 | $6,644+4.4% | $8,070-14.1% | $4,296+61.4% |
| Admin fee / account holder | $11,041 | $7,941+39.0% | $12,998-15.1% | $6,918+59.6% |