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 | $69,972 | $61,774+13.3% | $97,226-28.0% | $80,856-13.5% |
| Participation rate | 91.9% | 63.5%+28.4pp | 72.7%+19.2pp | 67.6%+24.3pp |
| Annual return | 23.14% | -557.90%+581.0pp | 75.13%-52.0pp | 35.59%-12.4pp |
| Employer contribution / active EE | $6,131 | $1,837+233.8% | $2,729+124.7% | $2,755+122.6% |
| Participant deferral / active EE | $6,870 | $3,029+126.8% | $4,264+61.1% | $4,296+59.9% |
| Admin fee / account holder | $6,033 | $5,166+16.8% | $5,654+6.7% | $6,918-12.8% |