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 | $179,686 | $86,929+106.7% | $102,423+75.4% | $80,856+122.2% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+18.0pp | 67.6%+26.8pp |
| Annual return | 18.43% | 18.88%-0.4pp | 29.32%-10.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $7,702 | $2,369+225.1% | $3,023+154.8% | $2,755+179.6% |
| Participant deferral / active EE | $7,548 | $4,118+83.3% | $5,053+49.4% | $4,296+75.7% |
| Admin fee / account holder | $2,737 | $8,049-66.0% | $9,451-71.0% | $6,918-60.4% |