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 | $233,948 | $176,811+32.3% | $146,958+59.2% | - |
| Participation rate | 77.8% | 76.9%+0.9pp | 82.2%-4.4pp | - |
| Annual return | 19.71% | 11.56%+8.2pp | 418.34%-398.6pp | - |
| Employer contribution / active EE | $2,676 | $3,294-18.8% | $4,933-45.8% | - |
| Participant deferral / active EE | $5,471 | $6,900-20.7% | $8,070-32.2% | - |
| Admin fee / account holder | $8,551 | $27,451-68.9% | $12,998-34.2% | - |