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 | $189,916 | $78,485+142.0% | $106,213+78.8% | $74,495+154.9% |
| Participation rate | 82.2% | 72.8%+9.4pp | 75.3%+7.0pp | 67.2%+15.0pp |
| Annual return | 17.54% | 15.95%+1.6pp | 116.14%-98.6pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,859 | $2,523-26.3% | $3,171-41.4% | $2,623-29.1% |
| Participant deferral / active EE | $4,510 | $4,322+4.3% | $5,016-10.1% | $4,346+3.8% |
| Admin fee / account holder | $2,789 | $2,232+25.0% | $11,033-74.7% | $1,942+43.6% |