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 8-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 | $133,700 | $77,314+72.9% | $177,989-24.9% | $80,856+65.4% |
| Participation rate | 78.5% | 65.7%+12.8pp | 77.1%+1.4pp | 67.6%+10.9pp |
| Annual return | 17.93% | 18.09%-0.2pp | 294.48%-276.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,283 | $2,292-44.0% | $3,949-67.5% | $2,755-53.4% |
| Participant deferral / active EE | $8,749 | $4,411+98.4% | $6,276+39.4% | $4,296+103.7% |
| Admin fee / account holder | $4,574 | $7,191-36.4% | $10,363-55.9% | $6,918-33.9% |