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 | $159,766 | $109,881+45.4% | $150,045+6.5% | $84,808+88.4% |
| Participation rate | 98.8% | 76.1%+22.8pp | 82.3%+16.5pp | 68.3%+30.5pp |
| Annual return | 18.09% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $5,085 | $3,561+42.8% | $4,693+8.4% | $2,631+93.3% |
| Participant deferral / active EE | $6,156 | $6,636-7.2% | $7,997-23.0% | $4,212+46.2% |
| Admin fee / account holder | $12,030 | $8,568+40.4% | $13,435-10.5% | $7,344+63.8% |