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 | $133,721 | $104,475+28.0% | $159,436-16.1% | $79,386+68.4% |
| Participation rate | 82.4% | 76.6%+5.7pp | 82.8%-0.5pp | 70.7%+11.6pp |
| Annual return | 51.25% | 67.95%-16.7pp | 263.57%-212.3pp | 116.85%-65.6pp |
| Employer contribution / active EE | $2,652 | $3,417-22.4% | $4,829-45.1% | $2,427+9.2% |
| Participant deferral / active EE | $10,345 | $6,467+60.0% | $7,352+40.7% | $4,046+155.7% |
| Admin fee / account holder | $8,676 | $711+1120.0% | $10,799-19.7% | $626+1285.0% |