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 | $191,392 | $148,978+28.5% | $200,582-4.6% | $84,808+125.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 25.80% | 28.16%-2.4pp | 42.33%-16.5pp | 40.90%-15.1pp |
| Employer contribution / active EE | $6,297 | $4,815+30.8% | $6,419-1.9% | $2,631+139.4% |
| Participant deferral / active EE | $5,993 | $7,142-16.1% | $9,331-35.8% | $4,212+42.3% |
| Admin fee / account holder | $35,297 | $13,977+152.5% | $16,305+116.5% | $7,344+380.6% |