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 | $198,173 | $95,803+106.9% | $113,168+75.1% | $84,808+133.7% |
| Participation rate | 72.0% | 72.9%-0.8pp | 76.6%-4.5pp | 68.3%+3.7pp |
| Annual return | 14.56% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,742 | $2,360-26.2% | $2,975-41.4% | $2,631-33.8% |
| Participant deferral / active EE | $5,724 | $4,242+34.9% | $5,107+12.1% | $4,212+35.9% |
| Admin fee / account holder | $13,339 | $8,989+48.4% | $12,068+10.5% | $7,344+81.6% |