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 | $100,682 | $89,355+12.7% | $141,162-28.7% | $72,985+37.9% |
| Participation rate | 72.1% | 75.1%-3.0pp | 82.5%-10.4pp | 69.5%+2.6pp |
| Annual return | 22.93% | 111.85%-88.9pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $4,252 | $3,114+36.5% | $4,735-10.2% | $2,440+74.3% |
| Participant deferral / active EE | $8,738 | $5,418+61.3% | $6,709+30.2% | $3,607+142.2% |
| Admin fee / account holder | $5,728 | $5,958-3.9% | $10,261-44.2% | $5,124+11.8% |