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 | $101,365 | $79,013+28.3% | $100,391+1.0% | $74,495+36.1% |
| Participation rate | 79.1% | 79.5%-0.4pp | 81.5%-2.4pp | 67.2%+11.9pp |
| Annual return | 19.52% | 20.41%-0.9pp | 49.20%-29.7pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $4,442 | $3,021+47.0% | $3,942+12.7% | $2,623+69.4% |
| Participant deferral / active EE | $8,332 | $7,760+7.4% | $8,082+3.1% | $4,346+91.7% |
| Admin fee / account holder | $3,375 | $1,320+155.7% | $7,899-57.3% | $1,942+73.8% |