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 | $82,971 | $105,181-21.1% | $159,436-48.0% | $85,850-3.4% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.8%+11.4pp | 69.3%+24.9pp |
| Annual return | 15.29% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,049 | $3,318-38.3% | $4,829-57.6% | $2,565-20.1% |
| Participant deferral / active EE | $8,645 | $5,945+45.4% | $7,352+17.6% | $3,952+118.8% |
| Admin fee / account holder | $4,470 | $6,933-35.5% | $10,799-58.6% | $6,260-28.6% |