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 | $186,056 | $109,881+69.3% | $150,045+24.0% | $84,808+119.4% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.6pp | 68.3%+15.6pp |
| Annual return | 19.68% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $6,051 | $3,561+69.9% | $4,693+28.9% | $2,631+130.0% |
| Participant deferral / active EE | $7,890 | $6,636+18.9% | $7,997-1.3% | $4,212+87.3% |
| Admin fee / account holder | $4,822 | $8,568-43.7% | $13,435-64.1% | $7,344-34.3% |