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 | $136,345 | $58,828+131.8% | $77,999+74.8% | $62,891+116.8% |
| Participation rate | 83.5% | 71.1%+12.4pp | 75.5%+8.0pp | 69.3%+14.2pp |
| Annual return | 7.43% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,395 | $1,672+43.3% | $2,470-3.0% | $2,281+5.0% |
| Participant deferral / active EE | $6,918 | $2,686+157.6% | $3,497+97.8% | $3,203+116.0% |
| Admin fee / account holder | $8,791 | $4,393+100.1% | $5,480+60.4% | $4,296+104.7% |