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 | $74,575 | $65,561+13.7% | $86,188-13.5% | $75,163-0.8% |
| Participation rate | 97.3% | 60.5%+36.8pp | 69.0%+28.4pp | 67.2%+30.1pp |
| Annual return | 14.69% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-145.9pp |
| Employer contribution / active EE | $746 | $1,553-52.0% | $2,380-68.7% | $2,670-72.1% |
| Participant deferral / active EE | $4,369 | $3,024+44.5% | $3,985+9.6% | $4,125+5.9% |
| Admin fee / account holder | $3,058 | $5,474-44.1% | $6,852-55.4% | $5,651-45.9% |