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 | $122,784 | $74,927+63.9% | $101,794+20.6% | $84,808+44.8% |
| Participation rate | 91.0% | 61.4%+29.6pp | 69.2%+21.8pp | 68.3%+22.7pp |
| Annual return | 14.66% | 18.70%-4.0pp | 30.53%-15.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $451 | $1,522-70.3% | $2,289-80.3% | $2,631-82.8% |
| Participant deferral / active EE | $5,263 | $3,099+69.8% | $4,084+28.9% | $4,212+25.0% |
| Admin fee / account holder | $4,149 | $6,514-36.3% | $8,777-52.7% | $7,344-43.5% |