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 | $153,687 | $72,277+112.6% | $101,248+51.8% | $79,858+92.5% |
| Participation rate | 83.9% | 68.5%+15.4pp | 75.8%+8.1pp | 69.6%+14.2pp |
| Annual return | 11.34% | 22.30%-11.0pp | 46.47%-35.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $4,704 | $2,692+74.8% | $3,660+28.5% | $2,471+90.4% |
| Participant deferral / active EE | $6,310 | $3,282+92.3% | $4,370+44.4% | $3,740+68.7% |
| Admin fee / account holder | $5,505 | $4,400+25.1% | $5,945-7.4% | $5,306+3.7% |