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 | $118,035 | $100,923+17.0% | $150,045-21.3% | $74,304+58.9% |
| Participation rate | 74.3% | 70.1%+4.2pp | 82.3%-8.0pp | 60.3%+14.0pp |
| Annual return | 19.00% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.4pp |
| Employer contribution / active EE | $3,507 | $3,463+1.3% | $4,693-25.3% | $2,241+56.5% |
| Participant deferral / active EE | $8,924 | $6,709+33.0% | $7,997+11.6% | $3,767+136.9% |
| Admin fee / account holder | $2,766 | $2,7670% | $13,435-79.4% | $2,969-6.8% |