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 | $183,584 | $76,050+141.4% | $96,544+90.2% | $71,457+156.9% |
| Participation rate | 97.1% | 74.4%+22.7pp | 76.0%+21.2pp | 67.9%+29.2pp |
| Annual return | 22.74% | 22.81%-0.1pp | 25.84%-3.1pp | 28.85%-6.1pp |
| Employer contribution / active EE | $3,438 | $2,244+53.2% | $2,965+16.0% | $2,588+32.9% |
| Participant deferral / active EE | $11,044 | $4,215+162.0% | $4,851+127.7% | $4,289+157.5% |
| Admin fee / account holder | $3,860 | $2,707+42.6% | $8,252-53.2% | $1,587+143.2% |