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 | $163,036 | $81,248+100.7% | $155,509+4.8% | $80,856+101.6% |
| Participation rate | 96.1% | 66.2%+29.8pp | 78.2%+17.9pp | 67.6%+28.4pp |
| Annual return | 17.31% | 33.31%-16.0pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $6,172 | $3,100+99.1% | $4,672+32.1% | $2,755+124.0% |
| Participant deferral / active EE | $5,189 | $3,452+50.3% | $5,626-7.8% | $4,296+20.8% |
| Admin fee / account holder | $6,981 | $7,997-12.7% | $15,912-56.1% | $6,918+0.9% |