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 | $152,920 | $99,985+52.9% | $146,665+4.3% | $85,850+78.1% |
| Participation rate | 90.6% | 73.1%+17.5pp | 80.1%+10.5pp | 69.3%+21.3pp |
| Annual return | 11.61% | 18.93%-7.3pp | 22.74%-11.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $685 | $2,559-73.2% | $4,136-83.4% | $2,565-73.3% |
| Participant deferral / active EE | $5,764 | $4,006+43.9% | $5,506+4.7% | $3,952+45.9% |
| Admin fee / account holder | $6,907 | $7,702-10.3% | $10,280-32.8% | $6,260+10.3% |