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 | $72,310 | $48,230+49.9% | $67,502+7.1% | $80,856-10.6% |
| Participation rate | 91.1% | 66.4%+24.7pp | 72.9%+18.2pp | 67.6%+23.5pp |
| Annual return | 18.12% | 18.28%-0.2pp | 3512.12%-3494.0pp | 35.59%-17.5pp |
| Employer contribution / active EE | $6,450 | $2,020+219.3% | $2,731+136.2% | $2,755+134.1% |
| Participant deferral / active EE | $6,110 | $2,924+109.0% | $4,000+52.8% | $4,296+42.2% |
| Admin fee / account holder | $2,488 | $3,681-32.4% | $3,998-37.8% | $6,918-64.0% |