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 | $80,996 | $80,753+0.3% | $136,294-40.6% | $62,292+30.0% |
| Participation rate | 78.1% | 73.5%+4.6pp | 81.9%-3.8pp | 69.5%+8.6pp |
| Annual return | 18.27% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,536 | $2,884-46.7% | $4,695-67.3% | $2,042-24.8% |
| Participant deferral / active EE | $7,690 | $5,164+48.9% | $6,247+23.1% | $3,169+142.7% |
| Admin fee / account holder | $2,266 | $525+331.4% | $9,243-75.5% | $479+372.8% |