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 | $151,159 | $80,673+87.4% | $101,326+49.2% | $84,808+78.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 17.21% | 38.95%-21.7pp | 36.82%-19.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,947 | $2,698+120.5% | $3,665+62.3% | $2,631+126.1% |
| Participant deferral / active EE | $7,450 | $6,840+8.9% | $7,994-6.8% | $4,212+76.9% |
| Admin fee / account holder | $1,206 | $12,784-90.6% | $11,185-89.2% | $7,344-83.6% |