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 | $89,384 | $91,538-2.4% | $129,995-31.2% | $75,163+18.9% |
| Participation rate | 91.8% | 71.4%+20.4pp | 78.5%+13.4pp | 67.2%+24.6pp |
| Annual return | 15.35% | -631.11%+646.5pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,607 | $2,845-8.4% | $4,320-39.6% | $2,670-2.4% |
| Participant deferral / active EE | $4,874 | $4,341+12.3% | $5,820-16.3% | $4,125+18.2% |
| Admin fee / account holder | $1,053 | $6,790-84.5% | $10,614-90.1% | $5,651-81.4% |