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 | $117,511 | $95,803+22.7% | $113,168+3.8% | $84,808+38.6% |
| Participation rate | 96.1% | 72.9%+23.2pp | 76.6%+19.5pp | 68.3%+27.8pp |
| Annual return | 14.53% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,854 | $2,360+20.9% | $2,975-4.1% | $2,631+8.5% |
| Participant deferral / active EE | $6,849 | $4,242+61.5% | $5,107+34.1% | $4,212+62.6% |
| Admin fee / account holder | $13,072 | $8,989+45.4% | $12,068+8.3% | $7,344+78.0% |