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 | $139,052 | $81,248+71.1% | $155,509-10.6% | $80,856+72.0% |
| Participation rate | 93.4% | 66.2%+27.2pp | 78.2%+15.2pp | 67.6%+25.8pp |
| Annual return | 17.58% | 33.31%-15.7pp | 64.67%-47.1pp | 35.59%-18.0pp |
| Employer contribution / active EE | $5,091 | $3,100+64.2% | $4,672+9.0% | $2,755+84.8% |
| Participant deferral / active EE | $6,999 | $3,452+102.8% | $5,626+24.4% | $4,296+62.9% |
| Admin fee / account holder | $27,578 | $7,997+244.8% | $15,912+73.3% | $6,918+298.6% |