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 | $108,375 | $87,013+24.6% | $106,213+2.0% | $80,856+34.0% |
| Participation rate | 97.5% | 70.4%+27.0pp | 75.3%+22.2pp | 67.6%+29.8pp |
| Annual return | 16.12% | 17.05%-0.9pp | 116.14%-100.0pp | 35.59%-19.5pp |
| Employer contribution / active EE | $6,106 | $2,395+154.9% | $3,171+92.5% | $2,755+121.6% |
| Participant deferral / active EE | $5,461 | $3,986+37.0% | $5,016+8.9% | $4,296+27.1% |
| Admin fee / account holder | $3,032 | $8,431-64.0% | $11,033-72.5% | $6,918-56.2% |