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 | $123,490 | $81,248+52.0% | $155,509-20.6% | $80,856+52.7% |
| Participation rate | 87.8% | 66.2%+21.5pp | 78.2%+9.6pp | 67.6%+20.1pp |
| Annual return | 13.58% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,286 | $3,100+38.2% | $4,672-8.3% | $2,755+55.6% |
| Participant deferral / active EE | $5,794 | $3,452+67.9% | $5,626+3.0% | $4,296+34.9% |
| Admin fee / account holder | $927 | $7,997-88.4% | $15,912-94.2% | $6,918-86.6% |