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 3-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 | $240,814 | $80,717+198.3% | $154,803+55.6% | $84,808+184.0% |
| Participation rate | 98.8% | 66.8%+32.0pp | 78.1%+20.7pp | 68.3%+30.5pp |
| Annual return | 16.45% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $11,657 | $2,761+322.1% | $4,305+170.7% | $2,631+343.1% |
| Participant deferral / active EE | $8,852 | $3,303+168.0% | $5,540+59.8% | $4,212+110.2% |
| Admin fee / account holder | $17,441 | $6,746+158.6% | $14,329+21.7% | $7,344+137.5% |