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 | $183,873 | $123,793+48.5% | $177,821+3.4% | $79,858+130.2% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.9pp | 69.6%+27.0pp |
| Annual return | 14.23% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $9,046 | $4,095+120.9% | $5,918+52.8% | $2,471+266.1% |
| Participant deferral / active EE | $16,301 | $5,956+173.7% | $7,714+111.3% | $3,740+335.8% |
| Admin fee / account holder | $2,193 | $7,243-69.7% | $12,427-82.4% | $5,306-58.7% |