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 | $125,966 | $86,944+44.9% | $107,525+17.2% | $74,304+69.5% |
| Participation rate | 72.3% | 59.6%+12.7pp | 75.1%-2.8pp | 60.3%+11.9pp |
| Annual return | 19.89% | 23.52%-3.6pp | 181.32%-161.4pp | 29.43%-9.5pp |
| Employer contribution / active EE | $3,691 | $2,757+33.9% | $3,754-1.7% | $2,241+64.7% |
| Participant deferral / active EE | $5,799 | $3,554+63.2% | $5,116+13.4% | $3,767+53.9% |
| Admin fee / account holder | $7,336 | $3,727+96.9% | $8,919-17.7% | $2,969+147.1% |