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 | $98,704 | $102,317-3.5% | $146,958-32.8% | $80,856+22.1% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 13.18% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,291 | $3,713-11.4% | $4,933-33.3% | $2,755+19.5% |
| Participant deferral / active EE | $7,536 | $6,644+13.4% | $8,070-6.6% | $4,296+75.4% |
| Admin fee / account holder | $6,773 | $7,941-14.7% | $12,998-47.9% | $6,918-2.1% |