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 | $108,670 | $80,753+34.6% | $136,294-20.3% | $62,292+74.5% |
| Participation rate | 75.2% | 73.5%+1.7pp | 81.9%-6.7pp | 69.5%+5.7pp |
| Annual return | 18.67% | 35.83%-17.2pp | 5155.94%-5137.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,728 | $2,884-40.1% | $4,695-63.2% | $2,042-15.4% |
| Participant deferral / active EE | $7,093 | $5,164+37.3% | $6,247+13.5% | $3,169+123.8% |
| Admin fee / account holder | $1,464 | $525+178.6% | $9,243-84.2% | $479+205.4% |