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 | $140,922 | $80,673+74.7% | $101,326+39.1% | $84,808+66.2% |
| Participation rate | 97.6% | 77.8%+19.9pp | 81.5%+16.2pp | 68.3%+29.3pp |
| Annual return | 19.26% | 38.95%-19.7pp | 36.82%-17.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $6,303 | $2,698+133.6% | $3,665+72.0% | $2,631+139.6% |
| Participant deferral / active EE | $9,789 | $6,840+43.1% | $7,994+22.5% | $4,212+132.4% |
| Admin fee / account holder | $3,255 | $12,784-74.5% | $11,185-70.9% | $7,344-55.7% |