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 | $100,675 | $73,102+37.7% | $123,544-18.5% | $56,287+78.9% |
| Participation rate | 97.0% | 74.3%+22.7pp | 82.3%+14.7pp | 69.9%+27.1pp |
| Annual return | 21.20% | 3.01%+18.2pp | 119.20%-98.0pp | -9.96%+31.2pp |
| Employer contribution / active EE | $8,323 | $2,977+179.6% | $4,628+79.8% | $2,111+294.3% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2,207 | $554+298.6% | $9,284-76.2% | $521+323.7% |