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 | $152,145 | $66,098+130.2% | $101,794+49.5% | $74,304+104.8% |
| Participation rate | 74.0% | 53.8%+20.3pp | 69.2%+4.9pp | 60.3%+13.7pp |
| Annual return | 14.16% | 19.59%-5.4pp | 30.53%-16.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,169 | $1,082+8.1% | $2,289-48.9% | $2,241-47.8% |
| Participant deferral / active EE | $5,568 | $2,781+100.2% | $4,084+36.3% | $3,767+47.8% |
| Admin fee / account holder | $11,993 | $4,146+189.3% | $8,777+36.6% | $2,969+303.9% |