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 | $114,637 | $83,477+37.3% | $125,175-8.4% | $72,985+57.1% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+14.9pp | 69.5%+25.2pp |
| Annual return | 24.77% | 25.78%-1.0pp | 43.79%-19.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,364 | $2,345+0.8% | $3,865-38.8% | $2,440-3.1% |
| Participant deferral / active EE | $7,607 | $3,585+112.2% | $4,937+54.1% | $3,607+110.9% |
| Admin fee / account holder | $10,587 | $5,517+91.9% | $9,702+9.1% | $5,124+106.6% |