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 | $163,558 | $93,571+74.8% | $135,903+20.3% | $75,163+117.6% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.9pp | 67.2%+15.6pp |
| Annual return | 18.18% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,099 | $3,537-12.4% | $4,856-36.2% | $2,670+16.1% |
| Participant deferral / active EE | $10,498 | $6,404+63.9% | $7,758+35.3% | $4,125+154.5% |
| Admin fee / account holder | $5,168 | $6,975-25.9% | $10,762-52.0% | $5,651-8.5% |