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 | $117,763 | $101,317+16.2% | $146,958-19.9% | $74,495+58.1% |
| Participation rate | 81.4% | 75.5%+5.8pp | 82.2%-0.8pp | 67.2%+14.2pp |
| Annual return | 15.27% | 8730.91%-8715.6pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,490 | $3,810-8.4% | $4,933-29.3% | $2,623+33.0% |
| Participant deferral / active EE | $6,592 | $7,303-9.7% | $8,070-18.3% | $4,346+51.7% |
| Admin fee / account holder | $5,699 | $1,739+227.8% | $12,998-56.2% | $1,942+193.5% |