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 | $137,795 | $96,484+42.8% | $156,263-11.8% | $74,304+85.4% |
| Participation rate | 89.0% | 67.7%+21.3pp | 78.9%+10.1pp | 60.3%+28.7pp |
| Annual return | 15.54% | 17.73%-2.2pp | 59.47%-43.9pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,316 | $2,528-8.4% | $4,333-46.6% | $2,241+3.3% |
| Participant deferral / active EE | $5,431 | $4,286+26.7% | $6,158-11.8% | $3,767+44.2% |
| Admin fee / account holder | $16,127 | $3,728+332.6% | $14,255+13.1% | $2,969+443.2% |