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 | $149,426 | $72,277+106.7% | $101,248+47.6% | $79,858+87.1% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.8%+20.7pp | 69.6%+26.9pp |
| Annual return | 18.93% | 22.30%-3.4pp | 46.47%-27.5pp | 31.71%-12.8pp |
| Employer contribution / active EE | $10,054 | $2,692+273.5% | $3,660+174.7% | $2,471+306.9% |
| Participant deferral / active EE | $10,222 | $3,282+211.5% | $4,370+133.9% | $3,740+173.3% |
| Admin fee / account holder | $9,259 | $4,400+110.4% | $5,945+55.7% | $5,306+74.5% |